Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Sacui is a financial advisor who has been in the industry since November 4, 2001. Richard is currently registered with Cambridge Investment Research Advisors, Inc. and is located in Boardman, Ohio. Richard specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and market timing services. Richard has earned the Series 66, Series 7, and SIE licenses. In addition to his work with Cambridge Investment Research Advisors, Inc., Richard is also an independent insurance agent for various independent insurance companies and a part-owner in WRS Partners LLC, a real estate holding company. Richard is also a part-owner of WRS Wealth Advisors LLC, a financial professional company. Richard is committed to providing his clients with personalized financial advice and guidance to help 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
08/04/2014 - Present
Cambridge Investment Research Advisors, Inc. (Boardman OH)
OH
12/18/2001 - 08/08/2014
NEW ENGLAND SECURITIES (DUBLIN OH)
MN
09/27/2001 - 11/08/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 10/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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