Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Zuehlke is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc., with over 30 years of experience in the financial services industry. Richard has a wide range of experience in financial planning and investment management. Richard holds multiple licenses including Series 3, 4, 7, 24, 63 and 65. Richard is committed to providing his clients with the highest quality financial advice and services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
02/13/2015 - Present
Raymond James Financial Services Advisors, Inc. (GREEN BAY WI)
WI
03/19/2004 - 02/26/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GREEN BAY WI)
WI
01/09/1990 - 04/14/2004
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
NY
01/24/1989 - 01/24/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 01/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 11/02/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1989
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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