Unclaimed
Richard Kuhlman is a financial advisor with Cambridge Investment Research, Inc. Richard holds the Series 7TO and Series 24 licenses, and is licensed to provide investment advice in Iowa. Richard has been in the financial services industry since December 11, 2019.
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.
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.
1
2
IA
12/12/2019 - Present
Cambridge Investment Research, Inc. (FAIRFIELD IA)
BC
Issued 12/15/2020
Series 24 - General Securities Principal Examination
BC
Issued 12/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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