Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Carey is a registered investment advisor representative with Fiducient Advisors LLC, a Chicago-based firm. Richard has been in the financial services industry since 2013 and is licensed to provide investment advice in Connecticut. Richard holds the Series 7, Series 66, and SIE securities licenses, as well as the Chartered Financial Analyst (CFA) designation. Richard's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
05/24/2023 - Present
Fiducient Advisors LLC (CHICAGO IL)
MA
01/01/2015 - 06/23/2015
AXA ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 02/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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