Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Braverman is a financial advisor with over 40 years of experience in the industry. Richard is registered with Geneos Wealth Management, Inc. and holds Series 6, 7, 22, 24 and 63 licenses as well as the SIE designation. Richard is also a Certified Financial Planner. Richard has been a Registered Representative since 1982. In addition to working with Geneos Wealth Management, Inc., Richard also works as a financial advisor for Brvaerman Financial Associates. Richard has provided investment advice to individuals, corporations, other investment advisors, charitable organizations, and high net worth 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.
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.
1
2
PA
06/05/2019 - Present
Geneos Wealth Management, Inc. (LANCASTER PA)
PA
08/18/1997 - 10/10/2008
FSC SECURITIES CORPORATION (LANCASTER PA)
AZ
01/31/1997 - 08/21/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
05/14/1987 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
04/07/1987 - 05/20/1987
HIBBARD BROWN & CO., INC.
NA
08/04/1986 - 04/21/1987
FSC SECURITIES CORPORATION
NA
03/26/1984 - 08/07/1986
ERIC SECURITIES, CORP.
NA
04/09/1984 - 11/30/1984
INVESTORS BROKERAGE SERVICES, INC.
NA
03/10/1982 - 04/06/1984
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 06/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/22/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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