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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Paul Bursek is an Investment Advisor Representative at Certuity, LLC. Richard has been in the industry since October 2012. He is licensed in Florida and has passed the Uniform Investment Adviser Law Examination. Richard specializes in providing financial planning, pension consulting, and portfolio management for individuals, pooled investment vehicles, and other investment advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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FL
10/09/2013 - Present
Certuity, LLC (North Palm Beach FL)
IA
Issued 09/09/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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