Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Niekrash is a financial advisor with over 15 years of experience in the industry. Richard has worked for several firms throughout their career, including A.G. Edwards & Sons, Inc., UBS Financial Services Inc., AXA Advisors, LLC, Wells Fargo Advisors, LLC, and currently with Benjamin F. Edwards & Company, Inc. Richard holds Series 7, 9, 10, 31 and 66 licenses and is a Certified Financial Planner. They are registered with the state of New Jersey and have extensive experience in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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.
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
MO
08/05/2011 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
NJ
01/01/2008 - 08/09/2011
WELLS FARGO ADVISORS, LLC (RED BANK NJ)
NJ
06/07/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RED BANK NJ)
NJ
06/10/2005 - 05/04/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/07/2004 - 12/16/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/04/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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