Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Jankus is an investment advisor representative at Woodstock Wealth Management, Inc. located in Woodstock, Georgia. Richard has been in the financial services industry since 1994 and is registered to provide investment advisory services in Florida, North Carolina, and Texas. Richard has held previous positions with Woodstock Financial Group, Inc., Fairchild Financial Group, Inc., IAR Securities Corp., Investors Associates, Inc., Sovereign Equity Management Corp., and Stratton Oakmont Inc. Richard specializes in providing financial planning, portfolio management, and selection of other advisors. Richard also holds Series 4, Series 7, Series 24, and Series 63 licenses. Richard is a director at Woodstock Holdings, Inc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
01/02/2020 - Present
Woodstock Wealth Management, Inc. (WOODSTOCK GA)
FL
11/15/1999 - 12/10/2019
WOODSTOCK FINANCIAL GROUP, INC. (Palm Beach Gardens FL)
NY
08/07/1998 - 11/17/1999
FAIRCHILD FINANCIAL GROUP, INC. (NEW YORK NY)
NY
08/21/1997 - 08/07/1998
IAR SECURITIES CORP. (NEW YORK NY)
NJ
08/31/1995 - 05/09/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
FL
01/23/1995 - 10/19/1995
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
NY
11/09/1994 - 01/19/1995
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
IA
Issued 08/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2003
Series 4 - Registered Options Principal Examination
BC
Issued 01/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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