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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Gardea is a financial advisor at Cbiz Investment Advisory Services, LLC. He specializes in providing financial planning and investment advice to individuals, businesses, and institutional clients. Ricardo has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. He holds a Series 6, 7, 63, and 65 licenses and has over 10 years of experience in the financial services industry. Ricardo is also a member of the National Association of Personal Financial Advisors (NAPFA).
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.
Performance reporting, fiduciary services and admnistrative support 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.
A percentage of assets under advisement
1
2
AZ
06/17/2022 - Present
Cbiz Investment Advisory Services, LLC (Phoenix AZ)
AZ
10/25/2010 - 09/15/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 02/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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