Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Byrd is an investment advisor representative with Kovack Securities Inc. and has been in the industry since August 1981. Richard is registered with FINRA and has passed the Series 7, Series 31 and Series 63 exams. Richard is also registered with the states of Florida, Ohio, Oregon, Texas, and Washington. Richard has been associated with Kovack Advisors, Inc. since August 2012. Prior to that, Richard worked with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Quantum Securities, Inc. Richard's specializations include investments, financial planning, retirement planning, and estate 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.
A percentage of the total value of assets under management is charged.
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2
OH
08/16/2012 - Present
Kovack Securities Inc. (STONGSVILLE OH)
OH
06/01/2009 - 09/05/2012
MORGAN STANLEY SMITH BARNEY (CLEVELAND OH)
OH
12/11/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLEVELAND OH)
NY
01/17/1983 - 12/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/25/1982 - 04/10/1985
QUANTUM SECURITIES, INC.
NA
08/10/1981 - 06/15/1982
RICHARDS, MERRILL & PETERSON, INC.
IA
Issued 07/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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