Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Joseph Cruser is a financial professional with over 15 years of experience in the industry. Richard is currently a registered representative with Morgan Stanley. Richard has a broad range of experience, having previously worked with E*TRADE Securities LLC and E*TRADE Clearing LLC. Richard holds several industry licenses and certifications, including the Series 7, Series 10, Series 24, Series 63 and Series 66 exams. Richard is registered in several states, including Texas and Utah.
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
UT
09/05/2023 - Present
Morgan Stanley (Sandy UT)
UT
01/14/2008 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
NJ
04/18/2012 - 06/11/2013
E*TRADE CLEARING LLC (JERSEY CITY NJ)
BOTH
Issued 11/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2008
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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