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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 Eicheldinger is a financial advisor who has been working in the financial services industry for over a decade. Richard has a deep understanding of the financial markets and is committed to helping his clients achieve their financial goals. He is currently registered as an Investment Advisor Representative with Strategic Wealth Partners, Ltd. in Ohio. Richard has a comprehensive understanding of financial planning, pension consulting, and investment management. Richard has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Richard has a Certified Financial Planner designation. Richard's clients can rely on his expertise to develop customized financial plans, invest wisely, and 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.
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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OH
03/10/2024 - Present
Strategic Wealth Partners, Ltd. (INDEPENDENCE OH)
NY
02/21/2018 - 04/27/2018
M&T SECURITIES, INC. (PORT JERVIS NY)
OH
09/02/2015 - 10/11/2017
HUNTER ASSOCIATES LLC (SALEM OH)
OH
09/18/2013 - 08/31/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANTON OH)
BOTH
Issued 10/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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