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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 Skrondal is a financial advisor with over 38 years of experience in the industry. Richard is currently registered with Wells Fargo Clearing Services, LLC and is a licensed Series 7, 3, 31, 63 and 65 representative. Richard's previous experience includes working for Morgan Stanley Smith Barney, Citigroup Global Markets Inc, U.S. Bancorp Piper Jaffray Inc and Paine Webber Incorporated. Richard is also registered with the states of Alaska, Arizona, California, Florida, Idaho, Illinois, Maine, Oregon, Pennsylvania, South Carolina, Texas, and Washington. Richard specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Investment consulting services to institutional clients
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
OR
11/23/2009 - Present
Wells Fargo Clearing Services, LLC (LAKE OSWEGO OR)
OR
06/01/2009 - 12/01/2009
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
06/06/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
MN
08/18/1995 - 06/13/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NJ
07/21/1983 - 09/19/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/1983
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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