Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bonchick is a financial professional with over 30 years of experience in the industry. Richard has a strong background in securities, investment company products and variable contracts, having held licenses since 1992. Richard has been with Park Avenue Securities LLC since 1999 and provides financial planning and portfolio management services for individual and institutional clients. Richard holds licenses in several states and is registered as a Registered Representative, Investment Advisor Representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
FL
01/12/2018 - Present
Park Avenue Securities LLC (CORAL SPRINGS FL)
NY
02/09/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
01/05/1995 - 12/31/1996
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
08/19/1992 - 01/06/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 02/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Bonchick is the right advisor for you? Invested Better is here to help.
