Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Donovan is a financial advisor with over 13 years of experience in the industry. Richard is registered with Morgan Stanley, a large brokerage firm with over $1.4 trillion in assets under management, and has been with the firm since April 2021. Richard has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Richard is also a registered investment advisor and is licensed to provide investment advice in a number of states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
06/10/2021 - Present
Morgan Stanley (Morristown NJ)
NY
12/17/2007 - 02/11/2009
J.P.MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/24/2004 - 07/02/2004
STEPHEN M. FERRETTI, INC. (NEW YORK NY)
BOTH
Issued 04/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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