Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ricciardelli is a financial advisor with over 20 years of experience in the industry. Robert is a Registered Representative of Equity Services, Inc. and has a Series 6, 7, and 63 license. Robert holds a bachelor's degree in accounting and has been a partner in a CPA firm since 2006. Robert is also a manager of WDR Financial Services, LLC, which provides insurance and tax services. In addition, Robert is a Vice President of Executive Park West, LLC, a commercial real estate company. Robert's experience in accounting, tax, and insurance gives him a well-rounded perspective on financial planning. Robert's clients include individuals, families, businesses, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
06/22/2021 - Present
Equity Services, Inc. (QUEENSBURY NY)
NY
10/08/1999 - 02/06/2008
H.D. VEST INVESTMENT SERVICES (QUEENSBURY NY)
BC
Issued 09/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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