Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bert is a financial advisor with over 25 years of experience in the industry. Richard is currently registered with G. A. Repple & Co. Richard specializes in providing financial advice to individuals and businesses, focusing on financial planning, portfolio management, and education seminars. Richard previously worked for ROGAN & ASSOCIATES, INC., FRANKLIN/TEMPLETON DISTRIBUTORS, INC., VSR FINANCIAL SERVICES, INC., EMPIRE FINANCIAL GROUP, INC., CENTENNIAL CAPITAL MANAGEMENT, INC., and T. ROWE PRICE INVESTMENT SERVICES, INC. Richard is licensed to sell securities in Connecticut, Florida, Illinois, Maryland, Mississippi, Missouri, North Carolina, Pennsylvania, Rhode Island, Texas, and Virginia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Third party asset management, services
1
2
FL
06/06/2017 - Present
G. A. Repple & Co. (ST. PETERSBURG FL)
FL
08/24/2004 - 06/22/2017
ROGAN & ASSOCIATES, INC. (SAFETY HARBOR FL)
CA
11/21/2002 - 06/30/2004
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
KS
01/23/2002 - 12/12/2002
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
FL
07/20/2001 - 01/25/2002
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
GA
01/21/1999 - 07/20/2001
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
CA
07/24/1996 - 10/14/1998
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
MD
11/02/1995 - 06/27/1996
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 11/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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