Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bechtel is an investment advisor representative who has been in the financial industry since 1985. Richard has a wide range of experience, having worked for several firms, including VOYA Financial Advisors, Inc., Guardian Investor Services Corporation, and New England Securities. Richard is currently registered with Cetera Investment Advisers LLC and provides financial services to individuals, businesses, pension and profit-sharing plans, and charitable organizations. Richard has passed several industry exams, including Series 6, Series 22, Series 63, and Series 65. Richard has been serving clients in Ohio for many years and is known for providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (MAUMEE OH)
OH
12/02/1991 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MAUMEE OH)
NY
03/31/1990 - 11/29/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
06/21/1985 - 03/05/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 02/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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