Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Charles Zalakar is a financial advisor with Stifel, Nicolaus & Company, Inc. Richard has been in the securities industry for over 30 years and is registered with the state of Pennsylvania. Richard has a strong background in financial planning and portfolio management. Richard has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Richard has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Richard has held previous positions with RYAN BECK & CO. and Advest, Inc. Richard has a Series 7 and Series 63 license.
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.
1
2
PA
10/07/2016 - Present
Stifel, Nicolaus & Company, Inc. (PITTSBURGH PA)
PA
12/01/2005 - 07/31/2007
RYAN BECK & CO. (PITTSBURGH PA)
CT
01/07/1991 - 12/20/2005
ADVEST, INC. (HARTFORD CT)
BC
Issued 01/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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