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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 Feuer is a financial advisor currently registered with UBS Financial Services Inc. in Beverly Hills, California. Richard has been working in the financial industry since 1970 and has a wide range of experience. Richard has held previous positions at UBS FINANCIAL SERVICES INC., PAINE, WEBBER, JACKSON & CURTIS INCORPORATED, and MITCHUM, JONES & TEMPLETON INCORPORATED. Richard is licensed to provide investment advice in California and Texas.
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.
See schedule d - miscellaneous
1
2
CA
03/06/2020 - Present
UBS Financial Services Inc. (BEVERLY HILLS CA)
CA
01/31/1980 - 02/12/2020
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
NA
08/27/1973 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
07/22/1970 - 11/15/1973
MITCHUM, JONES & TEMPLETON INCORPORATED
BC
Issued 06/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 09/13/1965
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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