Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Stone is a financial advisor registered with Berger Financial Group in Springfield, IL. Richard has over 30 years of experience in the financial services industry. Richard specializes in providing financial planning, portfolio management for individuals, and educational seminars. Richard is also a Certified Financial Planner™.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
12/09/2024 - Present
Berger Financial Group (Springfield IL)
NY
11/27/1990 - 02/21/1997
BROWNSTONE CAPITAL CORP. (NEW YORK NY)
IA
12/14/1988 - 11/26/1990
E.I. SALES, INC. (DES MOINES IA)
CT
11/25/1987 - 12/22/1988
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 01/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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