Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Iannacone is an experienced financial professional with over 45 years in the industry. Richard is currently registered with RBC Capital Markets, LLC in Nashua, NH and Texas. Richard has a long history in the financial services industry, working at firms like Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., Burbank & Company, Inc., and Advest, Inc. Richard specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles. Richard is also a Certified Financial Planner and has extensive knowledge in financial planning, pension consulting, and educational seminars.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
NH
06/28/2016 - Present
RBC Capital Markets, LLC (NASHUA NH)
NH
01/01/2008 - 06/19/2008
WACHOVIA SECURITIES, LLC (NASHUA NH)
NH
02/01/1982 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NASHUA NH)
NA
10/05/1978 - 02/04/1982
BURBANK & COMPANY, INC.
NA
07/20/1973 - 11/05/1978
ADVEST, INC.
IA
Issued 11/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/05/1980
Series 4 - Registered Options Principal Examination
BC
Issued 12/02/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1990
Series 3 - National Commodity Futures Examination
BC
Issued 08/02/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 01/07/1983
PC - AMEX Put and Call Exam
BC
Issued 01/07/1983
Series 5 - Interest Rate Options Examination
BC
Issued 07/17/1973
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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