Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bellamy is a financial advisor with Asset Allocation Strategies, LLC. Richard has been working in the financial services industry since December 2012. Richard holds the Series 65 license. Richard is registered in Florida as an Investment Advisor Representative. Richard is an insurance agent for ValuTeachers and serves as the CEO of Key Wealth Advisors. Richard provides financial planning, educational seminars and portfolio management services to individuals and businesses.
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.
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.
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FL
11/12/2024 - Present
Asset Allocation Strategies, LLC (MIAMI FL)
Active
Inactive
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