Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Perhach is a financial professional with over 13 years of experience in the financial services industry. Richard is currently registered with Charles Schwab & Co., Inc., a national brokerage firm headquartered in San Francisco, California. Prior to that, Richard was employed with OPTIONSXPRESS, INC., a Phoenix, Arizona-based firm. Richard has passed the Series 7, Series 10, Series 9, Series 55, Series 57TO and Series 63 exams. Richard is licensed in Arizona and California and is a member of FINRA. Richard's current employer, Charles Schwab & Co., Inc., is a well-established firm that offers a wide range of financial products and services, including investment advisory, brokerage, and banking.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
09/01/2010 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
AZ
01/02/2015 - 11/15/2017
OPTIONSXPRESS, INC. (PHOENIX AZ)
BC
Issued 09/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/31/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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