Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bardue has over 30 years of experience in the financial services industry. Richard is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Representative with Wells Fargo Advisors Financial Network, LLC. Richard has been with Wells Fargo Advisors Financial Network, LLC since May 2009. He provides financial advice to individual and institutional clients. His areas of expertise include financial planning, investment management, and retirement planning. Richard earned his Series 7, 63, and 24 licenses. He is also a member of the Financial Industry Regulatory Authority (FINRA).
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.
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.
Investment consulting services to institutional clients
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.
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2
WA
01/06/2006 - Present
Wells Fargo Advisors Financial Network, LLC (LAKE STEVENS WA)
WA
08/13/1999 - 01/18/2006
CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)
NY
04/07/1993 - 08/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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