Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lancaster is an investment advisor representative associated with Cetera Investment Advisers LLC. Richard is a registered investment advisor with active registrations in California and Nevada. Richard has been working in the securities industry since 2008 and has experience at ING Financial Partners, Inc. and Ameriprise Financial Services, Inc. Richard holds the Series 7, Series 66, and SIE licenses. Richard also holds the Series 63 license, which was inactive as of August 2013. Richard's specializations include portfolio management for individuals, portfolio management for businesses, pension consulting, financial planning, educational seminars, and selection of other 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NV
06/29/2023 - Present
Cetera Investment Advisers LLC (Sparks NV)
CA
01/25/2010 - 08/31/2011
ING FINANCIAL PARTNERS, INC. (ORANGEVALE CA)
CA
09/05/2008 - 11/22/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ROSEVILLE CA)
BOTH
Issued 10/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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