Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rinaldo? Claim Your ProfileRinaldo Crassa is an investment advisor representative who has been in the financial services industry since 2003. Rinaldo is registered with Raymond James Financial Services Advisors, Inc. and has previously been registered with several other firms, including Ameriprise Financial Services, Inc., HSBC Securities (USA) Inc., SIP Nordic America LLC, Newbridge Securities Corporation, Wells Fargo Advisors, LLC, Capital Brokerage Corporation, Dreyfus Service Corporation, and Pruco Securities Corporation. Rinaldo holds licenses for Series 6, 7, 10, 63, 65, 66, and SIE exams. Rinaldo has been recognized as a Certified Financial Planner.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
06/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (SMITHTOWN NY)
NY
07/26/2016 - 09/24/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Smithtown NY)
NY
12/09/2013 - 05/06/2016
HSBC SECURITIES (USA) INC. (CEDARHURST NY)
NJ
01/31/2011 - 09/04/2012
SIP NORDIC AMERICA LLC (JERSEY CITY NJ)
NY
02/10/2010 - 01/31/2011
NEWBRIDGE SECURITIES CORPORATION (FOREST HILLS NY)
NJ
04/07/2009 - 01/25/2010
WELLS FARGO ADVISORS, LLC (HASBROUCK HEIGHTS NJ)
VA
11/08/2004 - 02/23/2009
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
NY
06/16/2003 - 10/25/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NJ
01/01/2002 - 06/02/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 1/9/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/7/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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