Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Ritzer is a financial advisor with Cbiz Investment Advisory Services, LLC. Richard is registered with the state of Pennsylvania and has been in the industry since 2011. Richard holds the Series 7 and Series 63 securities licenses and is a Certified Financial Planner. Prior to joining Cbiz Investment Advisory Services, LLC, Richard was with Carroll Consultants Advisors, Ltd. and INR Advisory Services, LLC. Richard is also a 50% Partner(owner) in Heem Property Group, LLC. Heem manages Residential Rental Units which will provide Richard additional compensation.
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.
Performance reporting, fiduciary services and admnistrative support 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.
A percentage of assets under advisement
1
2
PA
05/29/2018 - Present
Cbiz Investment Advisory Services, LLC (MEDIA PA)
PA
04/08/2011 - 08/20/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
02/10/2011 - 02/17/2011
SIGNATOR INVESTORS, INC. (DEVON PA)
BC
Issued 04/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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