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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kerry Weiss is an Investment Advisor Representative at Ameriprise Financial Services, LLC. Richard Weiss is a Registered Representative with the Financial Industry Regulatory Authority (FINRA), and is also registered as an Investment Advisor Representative (IAR). Richard Weiss has been in the securities industry since July 25, 1984. Richard Weiss is licensed to conduct business in the states of California, Florida, North Carolina, Ohio, Pennsylvania and Texas. Richard Weiss specializes in providing financial services for individuals, families, and businesses. Richard Weiss has experience in providing financial planning, portfolio management, asset allocation services, and other advisory services. Richard Weiss has previously worked for Ameriprise Advisor Services, Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., and Prescott, Ball & Turben, Inc.
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
PA
05/24/2022 - Present
Ameriprise Financial Services, LLC (Washington PA)
PA
11/10/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CRANBERRY TOWNSHIP PA)
PA
07/31/1993 - 11/17/2006
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
NY
12/03/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/26/1984 - 12/09/1986
PRESCOTT, BALL & TURBEN, INC.
IA
Issued 11/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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