Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Scheffer is a financial advisor with Kovack Advisors, Inc. Richard has been in the financial industry since 1987 and has been with Kovack Advisors, Inc. since 2013. Richard specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Richard has held previous roles at SunTrust Investment Services, Inc., Laughlin Group Advisors, Inc., Marketing One Securities, Inc., New England Securities, and PNMR Securities, Inc. Richard is registered with the state of Florida and has offices in Ft. Lauderdale, FL.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/07/2013 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
01/19/1996 - 05/01/2013
SUNTRUST INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
NE
11/03/1992 - 12/29/1995
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
OR
04/08/1992 - 11/02/1992
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
10/23/1991 - 04/16/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
06/01/1987 - 10/29/1991
PNMR SECURITIES, INC. (BOSTON MA)
BOTH
Issued 11/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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