Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Avdoyan is an investment advisor representative with Ameriprise Financial Services, LLC. Richard has been working in the financial industry for over 14 years, with experience at ING FINANCIAL PARTNERS, INC. and EDWARD JONES. Richard holds the Series 66, Series 7 and SIE licenses and is registered in 40 states and the District of Columbia. Richard works with a range of clients including individuals, trusts, charitable organizations, corporations, and pension 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.
Asset allocation services
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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NJ
11/14/2016 - Present
Ameriprise Financial Services, LLC (FLORHAM PARK NJ)
NY
08/13/2009 - 11/25/2011
ING FINANCIAL PARTNERS, INC. (ALBANY NY)
NY
10/06/2008 - 04/20/2009
EDWARD JONES (PORT JERVIS NY)
BOTH
Issued 10/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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