Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Juarbe is a financial advisor at Stratos Wealth Partners, Ltd. Richard has been in the industry for over 20 years and has worked with a variety of clients, including individuals, families, businesses, and institutions. Richard is a registered representative of LPL Financial and is also registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative. Richard holds Series 6, 7, 24, 52, 63, and 66 licenses. Richard offers a wide range of financial services, including investment advisory services, financial planning, and retirement planning. Richard is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Percentage of assets under management with third party managers
1
2
OH
06/27/2018 - Present
Stratos Wealth Partners, Ltd. (Beachwood OH)
OH
04/28/2015 - 06/28/2018
PRUCO SECURITIES, LLC. (MAYFIELD HEIGHTS OH)
OH
12/23/2014 - 03/24/2015
CITIZENS SECURITIES, INC. (PARMA OH)
NY
05/23/2000 - 09/05/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 01/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Juarbe is the right advisor for you? Invested Better is here to help.
