Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Gankofskie is a financial advisor with LPL Financial LLC, based in Woodstock, GA. Richard has been working in the financial services industry since August 1995, and is registered with both FINRA and the SEC. Richard has been affiliated with LPL Financial LLC since May 2010, and previously worked with Edward Jones, SunTrust Investment Services, Inc., VALIC Financial Advisors, Inc., and CitiStreet Equities LLC. Richard's specializations include financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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
GA
05/12/2010 - Present
LPL Financial LLC (WOODSTOCK GA)
GA
10/15/2007 - 01/07/2010
EDWARD JONES (KENNESAW GA)
GA
05/09/2006 - 10/19/2007
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
TX
06/25/2004 - 05/08/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NJ
11/21/1994 - 02/10/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 11/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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