Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Vincent Dellisola is a financial advisor with over 38 years of experience in the industry. Richard is currently registered with LPL Financial LLC in New Jersey, New York and Texas. He has also held previous registrations with Financial Resources Group Investment Services, LLC and IFMG Securities, INC. Richard has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and investment advisory services to a diverse clientele. Richard has extensive experience serving individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and investment clubs.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
01/22/2020 - Present
LPL Financial LLC (FLORAL PARK NY)
NY
04/24/2018 - 10/04/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (WEST ISLIP NY)
NY
01/26/1998 - 05/27/2008
IFMG SECURITIES, INC. (FLORAL PARK NY)
NJ
04/12/1984 - 01/30/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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