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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 Charles Fleischer is a financial advisor with Cetera Investment Advisers LLC. Richard has been a financial advisor for over 23 years. Richard is registered with the state of Maryland as a Registered Investment Advisor (IA) and also has a Series 63 and 65. Richard has a background in accounting and has been a CPA since 1978. Richard is a member of the Personal Financial Specialist program of the American Institute of Certified Public Accountants. Richard also has a background in insurance and is licensed to sell health insurance. In addition to providing financial advice, Richard also provides tax and accounting services.
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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MD
07/02/2004 - Present
Cetera Investment Advisers LLC (PIKESVILLE MD)
CT
10/12/2000 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 12/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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