Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Ackerman is a financial advisor with over 10 years of experience in the industry. Richard is registered with Cambridge Investment Research Advisors, Inc., where he is an advisory representative. Prior to joining Cambridge Investment Research Advisors, Inc., Richard was a registered representative for SAXONY SECURITIES, INC. and Equitable Distributors, LLC. Richard has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized financial advice and service to each of his clients. Richard offers a variety of financial services including financial planning, portfolio management, and investment advice. Richard is committed to providing his clients with the highest quality of service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MO
08/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Chesterfield MO)
MO
09/02/2021 - 08/20/2024
SAXONY SECURITIES, INC. (CHESTERFIELD MO)
NJ
01/01/2014 - 02/16/2021
EQUITABLE DISTRIBUTORS, LLC (JERSEY CITY NJ)
IA
Issued 06/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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