Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Dressler has over 50 years of experience in the financial services industry. Richard is a Chartered Financial Consultant and is currently registered with Level Four Advisory Services as a Registered Representative and Investment Advisor Representative. Richard has previously been registered with a number of other firms, including Woodbury Financial Services, Inc., Woodstock Financial Group, Inc., ProEquities, Inc., Intersecurities, Inc., and Birchtree Financial Services, Inc. Richard has a variety of licenses, including Series 7TO, Series 63, Series 1, and Series 24. Richard offers a range of financial services, including financial planning, pension consulting, and portfolio management.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
07/27/2022 - Present
Level Four Advisory Services (DALLAS TX)
GA
01/16/2018 - 07/19/2022
WOODBURY FINANCIAL SERVICES, INC. (MARIETTA GA)
GA
04/06/2016 - 01/25/2018
WOODSTOCK FINANCIAL GROUP, INC. (Marietta GA)
GA
07/01/2009 - 04/22/2016
PROEQUITIES, INC. (MARIETTA GA)
GA
07/20/2004 - 07/02/2009
INTERSECURITIES, INC. (MARRIETTA GA)
MN
07/29/2003 - 05/19/2004
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
FL
09/19/2000 - 06/19/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
DE
11/02/1998 - 10/13/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IN
06/13/1990 - 05/26/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/13/1990 - 05/26/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
06/29/1988 - 03/05/1990
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
03/25/1987 - 06/08/1988
INVESTORS ASSET MANAGEMENT, INC.
NA
02/18/1977 - 03/23/1987
MANEQUITY, INC.
NA
07/01/1985 - 11/01/1985
IRBN SECURITIES, INC.
NA
01/29/1974 - 01/05/1976
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
10/08/1971 - 07/08/1973
AMERICAN GENERAL CAPITAL PLANNING, INC.
NA
12/19/1961 - 11/08/1971
FIRST INVESTORS CORPORATION
BC
Issued 11/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1961
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Dressler is the right advisor for you? Invested Better is here to help.
