Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Michael Bintliff has over 30 years of experience in the financial services industry. Richard currently works with Ameriprise Financial Services, LLC and has been registered with them since December 2015. Before this, Richard worked with RBC Capital Markets, LLC and Dain Rauscher Incorporated. Richard is a registered representative and investment adviser representative in Texas and several other states. Richard holds a Series 7, Series 63, and Series 65 licenses. Richard specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Richard has been in the industry since August 1987.
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.
Asset allocation services
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
TX
12/04/2015 - Present
Ameriprise Financial Services, LLC (AUSTIN TX)
TX
03/02/1998 - 12/16/2015
RBC CAPITAL MARKETS, LLC (AUSTIN TX)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
11/09/1992 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NJ
01/01/1991 - 11/09/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/18/1987 - 01/01/1991
ROTAN MOSLE INC.
IA
Issued 10/17/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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