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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Anthony Schiendler is a financial advisor with over 39 years of experience in the industry. Richard is currently registered with Cetera Investment Advisers LLC in Newport Beach, California. Richard previously worked at Securian Financial Services, Inc., Worthmark Financial Services, LLC, Manequity, Inc., Intersecurities, Inc., Federation For Financial Independence, Integrated Resources Equity Corporation, and Manequity, Inc. Richard holds a Series 63 license and Series 6, 7, and 24 principal exams. Richard is a Chartered Financial Consultant. Richard's client base includes high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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
CA
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
04/12/1995 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
MN
06/26/2000 - 12/31/2001
WORTHMARK FINANCIAL SERVICES, LLC (ST. PAUL MN)
MA
05/07/1990 - 02/24/1995
MANEQUITY, INC. (BOSTON MA)
FL
07/15/1991 - 03/16/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
04/20/1987 - 07/15/1991
FEDERATION FOR FINANCIAL INDEPENDENCE
NA
05/16/1986 - 05/18/1987
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/03/1984 - 11/25/1986
MANEQUITY, INC.
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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