Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Alt is an investment advisor representative at Carnegie Investment Counsel. Richard is licensed to provide investment advice in Florida and Ohio. Richard has been in the financial industry for over two decades, having previously held positions at B. C. Ziegler and Company, Transamerica Securities Sales Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential-Bache Securities Inc., and First Investors Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
12/03/2010 - Present
Carnegie Investment Counsel (Fort Meyers FL)
IL
09/20/2000 - 10/29/2001
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
CA
12/23/1999 - 06/15/2000
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
01/27/1993 - 07/21/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/22/1989 - 01/16/1991
PRUDENTIAL-BACHE SECURITIES INC.
NA
06/27/1985 - 04/12/1988
FIRST INVESTORS CORPORATION
IA
Issued 12/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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