Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kurjian is a financial advisor with Wells Fargo Clearing Services, LLC, in Farmington Hills, MI. Richard has over 25 years of experience in the financial services industry. Richard is also registered as an Investment Advisor Representative in Michigan and Florida. Richard holds the Series 6, 7, 31, and 63 securities licenses, as well as the Series 65 investment advisor 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.
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
02/02/2016 - Present
Wells Fargo Clearing Services, LLC (FARMINGTON HILLS MI)
MI
04/16/2004 - 02/09/2016
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
MO
07/01/2003 - 05/11/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/28/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
04/19/1993 - 08/04/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1993
Series 6 - Investment Company Products/Variable Contracts 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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