Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Stevens is a registered representative with Ibn Financial Services, Inc. Richard has been working in the financial industry since 1984. Richard holds a Series 63, Series 65, Series 6, Series 1, and Series 62 license. Richard has been associated with Ibn Financial Services, Inc. since September of 2013. Richard is a Registered Investment Advisor (RIA) in New York. Richard has been registered in Connecticut, Florida, New Jersey, New York, Pennsylvania and South Carolina. Richard provides financial planning, selection of other advisers and portfolio management for individuals.
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.
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.
Selection and monitoring fees
1
2
NY
07/15/2021 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
NY
09/20/2012 - 09/27/2013
GRADIENT SECURITIES, LLC (VALLEY COTTAGE NY)
NY
08/17/2007 - 06/28/2012
FIRST ALLIED SECURITIES, INC. (VALLEY COTTAGE NY)
PA
06/28/1999 - 09/10/2007
CENTAURUS FINANCIAL, INC. (HONESDALE PA)
NY
12/20/1985 - 05/27/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/20/1985 - 05/27/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
12/13/1984 - 12/05/1985
FIRST INVESTORS CORPORATION
IA
Issued 05/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2006
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/27/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/28/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Stevens is the right advisor for you? Invested Better is here to help.
