Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Marek is an investment advisor representative with over 7 years of experience in the financial services industry. Richard is currently registered with Lincoln Investment and Capital Analysts, both in California. Richard has been actively involved with several firms including Ameriprise Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, providing financial advice to a diverse clientele. Richard's dedication to providing personalized financial solutions is reflected in his diverse client base, including high-net-worth individuals, corporations, and charitable organizations. Richard's expertise spans a wide range of financial services including financial planning, portfolio management, and insurance products. Richard's commitment to providing comprehensive financial advice tailored to each client's individual needs is evident in his approach to financial planning.
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.
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
CA
10/10/2018 - Present
Lincoln Investment (WOODLAND HILLS CA)
CA
08/18/2017 - 10/03/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Palm Desert CA)
CA
03/21/2011 - 08/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIAN WELLS CA)
BOTH
Issued 04/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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