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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 Berg Zsakany is a financial advisor with Ameriprise Financial Services, LLC, with over 23 years of experience in the financial services industry. Richard has a broad range of experience in the financial services industry and offers a variety of services to clients, including financial planning, asset allocation, and portfolio management. Richard is registered in multiple states, including Maryland, Texas, and Virginia.
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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MD
09/26/2014 - Present
Ameriprise Financial Services, LLC (Bethesda MD)
MD
05/08/2000 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ROCKVILLE MD)
IA
Issued 05/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2011
Series 24 - General Securities Principal Examination
BC
Issued 02/04/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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