Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Otto Sjostedt is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Mansfield, OH. Richard has been in the financial services industry since July 1, 1996. Richard holds Series 63 and 65 licenses as well as Series 7 and SIE licenses. He is registered to provide financial advice in 24 states. Richard's experience and qualifications allow him to provide financial advice to a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Richard also owns Platinum Family Wealth, another firm in Mansfield, Ohio.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
10/26/2020 - Present
Raymond James Financial Services Advisors, Inc. (Mansfield OH)
OH
07/02/1996 - 10/27/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANSFIELD OH)
IA
Issued 06/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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