Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Salmeron is a financial advisor at Commonwealth Financial Network. Richard has been in the industry since 1990 and holds Series 6, 7, 63, and 65 licenses as well as the SIE. Richard is a Certified Financial Planner and has been registered with Commonwealth Financial Network since May 2001. He offers a wide range of services, including financial planning, portfolio management, pension consulting, educational seminars, publication of periodicals, and selection of other advisers. Richard serves a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth.
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
TX
05/01/2001 - Present
Commonwealth Financial Network (DALLAS TX)
DE
10/05/1990 - 05/02/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 07/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Salmeron is the right advisor for you? Invested Better is here to help.
