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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Gluck is an investment advisor representative with Oneseven. Richard has been in the securities industry since 1985. Richard has passed the Series 7, Series 63, and Series 65 exams. Richard has been registered with Oneseven since 2021. Richard was previously employed by IVY MACKENZIE DISTRIBUTORS, INC., OCC DISTRIBUTORS, DEAN WITTER REYNOLDS INC., CLEMENTE FUND MANAGEMENT INC, DREXEL BURNHAM LAMBERT INCORPORATED and BEAR, STEARNS & CO. INC. Richard has specializations in portfolio management for individuals, financial planning, selection of other advisors and educational seminars. Richard also writes commentaries for Concise Capital Management, LP.
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.
A percentage of the total value of assets under management is charged.
Solicitors' fees for referrals to other money managers
1
2
OH
05/25/2021 - Present
Oneseven (BEACHWOOD OH)
KS
12/23/1998 - 04/30/2003
IVY MACKENZIE DISTRIBUTORS, INC. (OVERLAND PARK KS)
NY
03/19/1996 - 05/18/1998
OCC DISTRIBUTORS (NEW YORK NY)
NY
08/20/1992 - 08/06/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/23/1992 - 07/15/1992
CLEMENTE FUND MANAGEMENT INC (NEW YORK NY)
NA
08/01/1988 - 04/07/1990
DREXEL BURNHAM LAMBERT INCORPORATED
NA
06/06/1985 - 04/05/1988
BEAR, STEARNS & CO. INC.
IA
Issued 07/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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