Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Simonetti is a financial advisor with over 27 years of experience in the industry. He has been a registered representative since 1996 and currently holds the Series 6, 7, 24, 63, and 66 licenses. Richard is also an active Investment Advisor Representative, licensed in New York. His professional career includes various roles at NYLIFE Securities Inc., New York Life Insurance Company, Eagle Strategies LLC, and NYLIFE Distributors. Currently, Richard is affiliated with Eagle Strategies LLC, where he is a registered representative and investment advisor representative. His area of expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. He also offers educational seminars and publishes periodicals on financial topics.
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.
Personalized portfolio management to meet individual financial objectives.
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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NY
01/07/2024 - Present
Eagle Strategies LLC (NEW YORK NY)
BOTH
Issued 11/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/3/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 8/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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