Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kirsch is a financial advisor registered with Wells Fargo Clearing Services, LLC. Richard has been working in the financial industry since 1985. Richard is registered with the Securities and Exchange Commission as an Investment Adviser Representative. Richard has held previous positions with Credit Suisse Securities (USA) LLC and Lehman Brothers Inc. Richard is also the owner of Kirsch Investments LLC, which is a holding company for family investments. Richard holds the Series 7, Series 63, and Series 65 licenses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
IL
01/08/2016 - Present
Wells Fargo Clearing Services, LLC (DEERFIELD IL)
IL
09/19/2008 - 02/02/2016
CREDIT SUISSE SECURITIES (USA) LLC (NORTHBROOK IL)
IL
12/20/1988 - 09/30/2008
LEHMAN BROTHERS INC. (CHICAGO IL)
NY
10/22/1985 - 01/02/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 03/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Richard Kirsch is the right advisor for you? Invested Better is here to help.
