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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 Miskewitz is a financial advisor with over 25 years of experience in the industry. Richard currently works at LPL Financial LLC, a large financial services firm, and is registered to provide investment advice in multiple states. Prior to his current position, Richard worked at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Richard has a broad range of experience and expertise, with various licenses and certifications.
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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2
NJ
08/14/2020 - Present
LPL Financial LLC (FLORHAM PARK NJ)
NJ
09/03/1999 - 08/25/2006
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
NY
08/10/1995 - 10/22/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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