Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard P. Reiser, Jr. is an investment advisor representative with Avantax Advisory Services. Richard has been in the financial services industry since 2006. Richard is registered with the state of Louisiana. Richard is also a Certified Public Accountant. Richard has experience in financial planning, portfolio management and pension consulting. Richard's firm, Avantax Advisory Services, is headquartered in Dallas, Texas.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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
1
2
LA
10/15/2007 - Present
Avantax Advisory Services (KENNER LA)
LA
02/15/2006 - 04/30/2007
INTERSECURITIES, INC. (KENNER LA)
BC
Issued 01/13/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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