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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Hirsh is a financial advisor with Ameriprise Financial Services, LLC with over 30 years of experience in the financial services industry. Richard is a registered investment advisor in Connecticut and New York. Richard previously worked for Citigroup Global Markets Inc., CitiCorp Investment Services, Cal Fed Investments, Salomon Smith Barney Inc., Lehman Brothers Inc., PaineWebber Incorporated and E. F. Hutton & Company Inc. Richard has a wide range of experience in financial planning, portfolio management, and investment advisory services. Richard specializes in providing financial advice to high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. Richard offers asset allocation services, educational seminars, and publication of periodicals. Richard is also a member of the Fairfield Beach Resident Association Board Member.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
04/16/2021 - Present
Ameriprise Financial Services, LLC (Newton MA)
NV
05/29/2007 - 03/26/2009
CITIGROUP GLOBAL MARKETS INC. (LAS VEGAS NV)
CA
07/07/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (DOWNEY CA)
CA
11/11/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
07/31/1993 - 07/13/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/15/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
08/23/1988 - 05/20/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
04/11/1988 - 08/01/1988
SHEARSON LEHMAN HUTTON INC.
NA
03/06/1985 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 06/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 03/24/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1985
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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