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 a financial advisor with over 37 years of experience in the industry. Richard is currently registered with Cetera Investment Advisers LLC. Richard has held previous positions with VOYA FINANCIAL ADVISORS, INC., GUARDIAN INVESTOR SERVICES CORPORATION, and NEW ENGLAND SECURITIES. Richard has a strong track record of providing financial advice to individuals, families, and businesses. Richard is committed to helping 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.
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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 2/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 6/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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