Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Pistulka is a financial advisor with over 30 years of experience in the financial services industry. Richard is currently registered with LPL Financial LLC in Edmond, Oklahoma. Richard is also registered as an Investment Advisor Representative in Oklahoma and Texas. Richard has a broad range of experience, having previously worked with Capital West Securities, Inc. and Stifel, Nicolaus & Company, Incorporated. Richard holds the Series 7, Series 24, Series 63 and Series 65 licenses. Richard has a passion for helping clients reach their financial goals and is committed to providing personalized service.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OK
01/23/1996 - Present
LPL Financial LLC (EDMOND OK)
OK
06/01/1995 - 06/21/1995
CAPITAL WEST SECURITIES, INC. (OKLAHOMA CITY OK)
MO
06/26/1987 - 06/01/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
Issued 04/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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