Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Andrew Sikorski is an investment advisor representative and holds Series 7TO, Series 66 and SIE licenses. Richard has been in the industry for over 1 year and has experience at both Merrill Lynch and Raymond James Financial Services Advisors, Inc. Richard is currently registered with Raymond James Financial Services Advisors, Inc. in Florida. Richard is a licensed investment advisor representative in Florida. Richard works with individual and institutional clients and provides financial planning, pension consulting, and portfolio management services. The types of clients that Richard works with include high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
08/25/2023 - Present
Raymond James Financial Services Advisors, Inc. (Neptune Beach FL)
FL
07/01/2022 - 08/23/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 09/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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