Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kurlantzick is an investment advisor representative with Truist Advisory Services, Inc. Richard has been in the industry since 2002 and has a wide range of experience in the financial services industry. Richard is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, 31, and 66 license. Richard holds active registrations in 32 states and the District of Columbia. Richard specializes in providing investment advice to individuals, businesses, and institutions. Richard also provides financial planning and portfolio management services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
09/21/2016 - Present
Truist Advisory Services, Inc. (VIENNA VA)
VA
06/12/2009 - 01/16/2013
HSBC SECURITIES (USA) INC. (MCLEAN VA)
MD
08/10/2007 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
DC
04/02/2007 - 08/13/2007
MORGAN STANLEY & CO., INCORPORATED (WASHINGTON DC)
DC
08/14/2002 - 04/02/2007
MORGAN STANLEY DW INC. (WASHINGTON DC)
BOTH
Issued 08/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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