Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Schuchardt is a financial advisor with over 20 years of experience in the industry. Richard is a principal at Wells Fargo Clearing Services, LLC and holds Series 7, 9, 10, 24 and 63 licenses. Richard has a strong track record of providing investment advice and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions. Richard is committed to providing personalized financial planning and investment management services tailored to each client's individual needs and goals.
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
VA
06/03/2005 - Present
Wells Fargo Clearing Services, LLC (MECHANICSVILLE VA)
MO
07/15/2003 - 06/03/2005
FIRST CLEARING, LLC (ST. LOUIS MO)
BC
Issued 02/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2003
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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