Unclaimed
Richard Zurek is a financial professional with over 30 years of experience in the financial services industry. Richard is currently registered with Farmers Financial Solutions, LLC. Richard has held prior registrations with BEREAN CAPITAL INCORPORATED, ROBERT W. BAIRD & CO. INCORPORATED, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and PRUDENTIAL-BACHE SECURITIES INC.. Richard has a strong track record of providing financial guidance to clients in Arizona, California, Michigan and Minnesota.
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.
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.
1
2
AZ
10/10/2007 - Present
Farmers Financial Solutions, LLC (PHOENIX AZ)
AZ
01/19/2001 - 10/08/2007
FARMERS FINANCIAL SOLUTIONS, LLC (PHOENIX AZ)
IL
12/08/1994 - 03/21/2000
BEREAN CAPITAL INCORPORATED (CHICAGO IL)
WI
08/17/1987 - 11/23/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
02/07/1985 - 08/26/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/11/1984 - 01/23/1985
PRUDENTIAL-BACHE SECURITIES INC.
BC
Issued 08/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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