Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Harshman is a registered representative with Cbiz Financial Solutions, Inc. and Cbiz Investment Advisory Services, LLC. Richard has been in the industry since 1997 and has extensive experience in the financial services field. Richard is also a registered investment advisor representative in Maryland and Virginia. Richard holds the Series 6, 63, and 65 securities licenses and is qualified to offer a variety of financial products and services. In addition to Richard's experience and qualifications, Richard also brings to his clients a deep understanding of their needs and goals. Richard works with his clients to develop customized financial plans that are designed to help them achieve their financial objectives. Richard is committed to providing his clients with the highest level of service and support.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
A percentage of assets under advisement
1
2
MD
05/14/2008 - Present
Cbiz Financial Solutions, Inc. (CUMBERLAND MD)
BC
Issued 10/06/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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