Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bakewell is a financial professional with over 30 years of experience in the industry. Richard is currently registered with Cadaret, Grant & Co., Inc. in Jamestown, NY, where Richard has been since 2009. Before that, Richard was with SAGEPOINT FINANCIAL, INC. and American General Securities Incorporated. Richard has held various licenses and certifications, including Series 6, Series 26, and Series 63. Richard specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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2
NY
03/09/2009 - Present
Cadaret, Grant & CO., Inc. (JAMESTOWN NY)
NY
10/31/2008 - 03/10/2009
SAGEPOINT FINANCIAL, INC. (JAMESTOWN NY)
NY
10/01/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (JAMESTOWN NY)
NY
06/11/1992 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
VA
01/11/1991 - 04/08/1992
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
BC
Issued 03/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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