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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lee Westlund is a financial advisor with Cetera Investment Advisers LLC. Richard has been in the financial services industry since November 22, 1982 and has a strong track record of providing financial advice to individuals, families, and businesses. Richard holds a Series 6, 7, 63, and 65 license and is registered to provide financial advice in Minnesota. Richard's areas of expertise include financial planning, portfolio management, and insurance. Richard is dedicated to helping clients reach their financial goals and is committed to providing them with the highest level of 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.
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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MN
06/29/2023 - Present
Cetera Investment Advisers LLC (HUTCHINSON MN)
MN
11/23/1982 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (HUTCHINSON MN)
IA
Issued 11/5/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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