Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kuzniar is a financial advisor with over 29 years of experience in the industry. Richard is currently registered with Fifth Third Securities, Inc. in Illinois. Richard has also held previous positions with BMO Harris Financial Advisors, Inc. and LaSalle Financial Services, Inc.. Richard holds the Series 63, 65, and 7 licenses, as well as the SIE. Richard is a Certified Financial Planner and offers financial planning services, portfolio management for individuals and businesses, and selection of other advisors. Richard is registered with the state of Illinois and other states.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
IL
10/17/2017 - Present
Fifth Third Securities, Inc. (SOUTH BARRINGTON IL)
IL
12/18/2006 - 08/29/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (BLOOMINGDALE IL)
IL
09/22/1999 - 11/15/2006
LASALLE FINANCIAL SERVICES, INC. (CAROL STREAM IL)
NY
04/25/1996 - 09/27/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IN
12/09/1994 - 05/08/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/09/1994 - 05/08/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IL
05/02/1991 - 12/14/1994
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
IA
Issued 9/5/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/30/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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