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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 Gottfred is an Investment Advisor Representative with William Blair, a firm with over 170 years of experience serving individuals and institutions. Richard's career spans decades, demonstrating a deep understanding of the financial markets. Richard's focus on equity research and investment advice has been honed through extensive experience with various clients, including high-net-worth individuals, corporations, and institutional investors.
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.
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.
Equity research 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.
1
2
IL
09/20/2006 - Present
William Blair (CHICAGO IL)
NA
12/02/1970 - 04/15/1973
BACON, WHIPPLE & CO.
IA
Issued 03/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/25/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/1980
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/14/1977
PC - AMEX Put and Call Exam
BC
Issued 11/13/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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