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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 Medich is a financial advisor at Raymond James Financial Services Advisors, Inc. Richard has been a registered representative since 1981 and an investment advisor representative since 2010. Richard offers financial planning, investment management, and other advisory services to individuals, businesses, and institutions. Richard is committed to helping clients reach their financial goals. Richard has a strong track record of success in the financial services industry.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
03/28/2019 - Present
Raymond James Financial Services Advisors, Inc. (UPPER ARLINGTON OH)
OH
06/01/2009 - 04/09/2010
MORGAN STANLEY SMITH BARNEY (DUBLIN OH)
OH
11/18/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DUBLIN OH)
CT
02/07/1997 - 12/14/2005
ADVEST, INC. (HARTFORD CT)
NY
01/31/1991 - 02/14/1997
J.C. BRADFORD & CO. (NEW YORK NY)
NY
05/18/1981 - 02/13/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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