Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard MacIasz is a financial advisor at Ameriprise Financial Services, LLC. Richard has over 35 years of experience in the financial services industry, including prior roles at CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., J.P. TURNER & COMPANY, L.L.C., GUNNALLEN FINANCIAL, INC, INVESTMENT PROFESSIONALS, INC., SUNAMERICA SECURITIES, INC., ANCHOR NATIONAL FINANCIAL SERVICES, INC., FIRST AMERICA EQUITIES CORP., and FRANKLIN FINANCIAL SERVICES CORPORATION. Richard holds Series 6, 7, 24, 63, and 65 licenses and the SIE exam. Richard specializes in providing asset allocation, financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Asset allocation services
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.
1
2
MS
07/28/2023 - Present
Ameriprise Financial Services, LLC (Natchez MS)
LA
09/20/2019 - 08/01/2023
CETERA ADVISOR NETWORKS LLC (NEW ROADS LA)
LA
08/29/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (NEW ROADS LA)
LA
03/29/2010 - 09/25/2015
J.P. TURNER & COMPANY, L.L.C. (NEW ROADS LA)
LA
05/11/2005 - 03/29/2010
GUNNALLEN FINANCIAL, INC (NEW ROADS LA)
TX
09/14/2001 - 05/11/2005
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
AZ
05/19/1992 - 09/17/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
08/29/1990 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
03/18/1988 - 09/13/1991
FIRST AMERICA EQUITIES CORP.
TX
07/20/1987 - 04/12/1988
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 01/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard MacIasz is the right advisor for you? Invested Better is here to help.
