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 Duda is a financial advisor with over 23 years of experience in the industry. Richard is registered with Independent Financial Partners and is currently licensed in 8 states including Alabama, California, Colorado, Florida, Idaho, Michigan, Ohio and Texas. Richard specializes in providing financial planning, investment advice, and portfolio management services to individuals, families, and businesses. Richard also has experience working with pension and profit sharing plans and charitable organizations. Richard's clients benefit from his experience and expertise in helping them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
05/04/2022 - Present
Independent Financial Partners (TAMPA FL)
CO
01/14/2004 - 05/10/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
MO
05/23/2003 - 12/04/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
RI
03/19/2001 - 05/30/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
04/05/1999 - 03/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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