Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Gerepka is a financial advisor with over 30 years of experience in the financial services industry. Richard is a registered representative with Ausdal Financial Partners, Inc. Richard has been with Ausdal Financial Partners, Inc. since December 2024. Prior to that, Richard was with OSAIC WEALTH, INC. in Scottsdale, Arizona. Richard holds the following licenses and designations: Series 7, Series 24, Series 51, Series 52TO, Series 63 and is a Certified Financial Planner.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
FL
12/09/2024 - Present
Ausdal Financial Partners, Inc. (PALM BEACH GARDENS FL)
FL
08/14/1997 - 03/15/2007
QUESTAR CAPITAL CORPORATION (JUPITER FL)
FL
12/16/1993 - 08/18/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
GA
03/24/1992 - 12/16/1993
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MN
07/21/1987 - 03/24/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 05/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/23/1995
Series 24 - General Securities Principal Examination
BC
Issued 06/17/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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