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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricky? Claim Your ProfileRicky Trippel is an investment advisor representative with Integrated Wealth Concepts LLC. Ricky has been in the financial services industry for over 30 years, previously working with firms such as Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., and Lehman Brothers Inc. Ricky has a strong background in securities, investments, and financial planning. He has earned the Series 3, 7, 63, and 65 licenses and the SIE exam. Ricky is currently registered with the states of California, Louisiana, and Texas. Ricky's commitment to providing personalized financial advice to individuals, businesses, and charitable organizations is what makes him a valuable asset to the Integrated Wealth Concepts LLC team.
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.
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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CA
02/03/2023 - Present
Integrated Wealth Concepts LLC (FRESNO CA)
CA
03/31/2009 - 06/14/2021
WELLS FARGO CLEARING SERVICES, LLC (FRESNO CA)
CA
07/31/1993 - 04/20/2009
CITIGROUP GLOBAL MARKETS INC. (FRESNO CA)
NY
01/21/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1987
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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