Unclaimed
Richard Albert Samolovitch is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Richard has been a registered representative for 31 years, having started their career at Advest, Inc. in 1992. Richard is also registered as an Investment Advisor Representative with the state of Pennsylvania. Stifel, Nicolaus & Company, Inc. is a full-service financial services firm that offers a wide range of financial products and services to individual and institutional clients. Richard's current employment is with Stifel, Nicolaus & Company, Inc., based out of Bethel Park, PA.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
08/28/2019 - Present
Stifel, Nicolaus & Company, Inc. (BETHEL PARK PA)
PA
10/31/2005 - 07/31/2007
RYAN BECK & CO. (BETHEL PARK PA)
CT
02/03/1992 - 11/07/2005
ADVEST, INC. (HARTFORD CT)
IA
Issued 09/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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