Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Macak is a financial advisor registered with Cetera Investment Advisers LLC in Orlando, Florida. Richard is a seasoned advisor with experience in the financial services industry. Richard has held previous roles with Securian Financial Services, Inc., MSI Financial Services, Inc., and MetLife Securities, Inc., as well as several other firms. Richard is a licensed advisor with various industry certifications.
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.
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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2
FL
07/18/2023 - Present
Cetera Investment Advisers LLC (ORLANDO FL)
FL
02/09/2017 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
10/11/2011 - 01/26/2017
MSI FINANCIAL SERVICES, INC. (ORLANDO FL)
IA
Issued 5/6/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/8/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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