Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Jakush has been a financial professional since 1989 and is currently registered with Wealthpenn.comllc in Illinois and New York. Richard has worked for several firms including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Lake Katherine Securities, Ltd., and Charles Schwab & Co., Inc. Richard is a licensed securities professional and holds multiple licenses and certifications, including Series 7, 63, 66, 9, 10, 24, SIE, and 79TO. Richard specializes in providing a range of financial services, including financial planning, asset allocation advice, pension consulting, portfolio management for businesses, individuals and investment companies, educational seminars, and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
11/19/2021 - Present
Wealthpenn.comllc (PURCHASE NY)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RANCHO SANTE FE CA)
CA
03/04/1998 - 04/02/2007
MORGAN STANLEY DW INC. (RANCHO SANTE FE CA)
IL
05/30/1996 - 08/29/1996
LAKE KATHERINE SECURITIES, LTD. (CHICAGO IL)
TX
05/01/1989 - 05/22/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
02/23/1988 - 05/02/1989
ROSE & COMPANY INVESTMENT BROKERS, INC.
BOTH
Issued 11/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/26/2023
Series 24 - General Securities Principal Examination
BC
Issued 9/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/11/1988
PC - AMEX Put and Call Exam
BC
Issued 2/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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