Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Dean Gurchak is a financial advisor with over 28 years of experience in the financial services industry. Richard is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in several states, including Michigan, Arizona, California, Florida, Kansas, Massachusetts, New Hampshire, New York, Ohio, Tennessee, and Washington. Prior to joining Wells Fargo Clearing Services, LLC, Richard was employed by Morgan Stanley. Richard has a broad range of experience and expertise in areas such as financial planning, portfolio management for businesses and individuals, and investment consulting 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.
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.
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2
MI
01/18/2022 - Present
Wells Fargo Clearing Services, LLC (FARMINGTON HILLS MI)
MI
06/01/2009 - 01/21/2022
MORGAN STANLEY (Farmington Hills MI)
MI
01/30/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LIVONIA MI)
MI
09/10/2004 - 02/11/2009
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
MI
01/18/1993 - 09/28/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 02/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/18/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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