Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Eisner is a financial advisor with over 23 years of experience in the industry. He is currently registered with LPL Financial LLC. Richard is licensed to provide investment advice in Louisiana and Texas and holds Series 7, Series 63, Series 65, and SIE licenses. Richard has previously worked with Edward Jones, Merrill Lynch, and Cetera Investment Services. He has a broad range of experience in serving individual clients, corporations, high-net-worth individuals, and pension plans. Richard is dedicated to providing financial guidance to help clients 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.
Consulting and other non-discretionary advisory services
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.
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LA
03/12/2024 - Present
LPL Financial LLC (LAKE CHARLES LA)
LA
04/20/2009 - 03/11/2024
CETERA INVESTMENT SERVICES LLC (LAKE CHARLES LA)
LA
08/01/2006 - 04/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE CHARLES LA)
LA
09/26/2000 - 07/06/2006
EDWARD JONES (LAKE CHARLES LA)
IA
Issued 02/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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