Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Liebchen is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Richard has been in the financial services industry since 2001. Richard has offices in St. Petersburg, Florida. Richard is registered to provide investment advisory services in Florida.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
01/30/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NJ
11/04/2016 - 03/09/2018
SCOTTRADE, INC. (WAYNE NJ)
NJ
01/03/2011 - 10/04/2016
TD AMERITRADE, INC. (PISCATAWAY NJ)
NY
03/02/2010 - 05/28/2010
TD WEALTH MANAGEMENT SERVICES INC. (NEW YORK NY)
NJ
11/09/2007 - 05/20/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HACKENSACK NJ)
NJ
04/15/2002 - 04/09/2007
CHARLES SCHWAB & CO., INC. (MILLBURN NJ)
NJ
05/05/2000 - 12/31/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
NJ
01/27/1998 - 04/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 03/21/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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