Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Hepp is a financial professional with over 30 years of experience in the industry. Richard has been registered with Global Retirement Partners LLC since March 2019. Richard previously worked for Charles Schwab & Co., Inc. and Thomas James Associates, Inc. Richard is a licensed investment advisor in California, District of Columbia, Maryland, Michigan, New Jersey, North Carolina, Pennsylvania and Texas. Richard specializes in financial planning, portfolio management, and retirement planning.
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.
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.
1
2
PA
04/01/2019 - Present
Global Retirement Partners LLC (Fort Washington PA)
PA
02/19/1993 - 08/07/2013
CHARLES SCHWAB & CO., INC. (WAYNE PA)
NY
06/17/1991 - 02/04/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
05/31/1991 - 06/21/1991
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 06/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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