Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Gurz is a financial advisor who has been in the industry since 1998. Richard is currently registered with Commonwealth Financial Network in McLean, Virginia, and has previously held positions at Ameriprise Financial Services, Inc., IDS Life Insurance Company and DMG Securities, Inc.. Richard holds Series 63, 65, and 7 licenses as well as the SIE and is a Certified Financial Planner. Richard specializes in providing financial planning, portfolio management, and investment advice to individuals, corporations, businesses, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
06/24/2008 - Present
Commonwealth Financial Network (MCLEAN VA)
VA
09/10/1998 - 06/20/2008
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
MN
09/10/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
VA
03/16/1998 - 07/23/1998
DMG SECURITIES, INC. (GREAT FALLS VA)
IA
Issued 10/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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