Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Swift is a registered investment advisor representative with Transcend Capital Advisors, LLC. Richard has been in the industry for over 10 years and is currently based in Madison, NJ. Richard's focus areas include Financial Planning, Portfolio Management for Individuals, and Pension Consulting. Richard also has experience with Selection of Other Advisers. Richard earned the Uniform Investment Adviser Law Examination certification in October 2024.
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.
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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NJ
10/30/2024 - Present
Transcend Capital Advisors, LLC (MADISON NJ)
Active
Inactive
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