Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Fishbach is a financial advisor currently registered with B. Riley Wealth Advisors, Inc. in Ohio and Texas. Richard has over 35 years of experience in the financial services industry, having previously worked for firms such as RBC Capital Markets Corporation, Ferris, Baker Watts, LLC, and Raymond James & Associates, Inc. Richard is also 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.
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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2
OH
08/08/2022 - Present
B. Riley Wealth Advisors, Inc. (Beachwood OH)
OH
03/13/2009 - 10/15/2010
RBC CAPITAL MARKETS CORPORATION (BEACHWOOD OH)
OH
09/29/2000 - 03/13/2009
FERRIS, BAKER WATTS, LLC (BEACHWOOD OH)
FL
06/16/1998 - 10/09/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
01/04/1991 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NY
01/23/1987 - 01/04/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1987
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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