Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Richter is an investment advisor representative at Mariner Wealth. Michael has been in the financial industry for over 16 years. Michael has Series 6, 7, and 63 licenses. Michael is also a Certified Financial Planner. Michael has experience working with high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and other investment advisors. Michael is dedicated to providing clients with comprehensive financial planning services. Michael currently works out of the Cincinnati, Ohio office of Mariner Wealth.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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OH
02/26/2018 - Present
Mariner Wealth (Cincinnati OH)
OH
09/24/2009 - 07/25/2012
J.P. MORGAN SECURITIES LLC (CINCINNATI OH)
IL
07/06/2005 - 09/09/2009
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
02/25/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 03/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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