Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Maholchic is a financial advisor who has been in the industry since 1993. Richard is a registered representative with TLG Advisors, Inc. and is licensed in California. Richard is also a Chartered Financial Consultant. Richard has experience working with individuals, families, businesses, and retirement plans. Richard specializes in providing financial planning, investment management, and retirement planning services.
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.
Placement of institutional funds
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
CO
06/06/2017 - Present
TLG Advisors, Inc. (LITTLETON CO)
CA
02/11/2014 - 06/06/2017
LINCOLN INVESTMENT (WOODLAND HILLS CA)
CO
09/24/2010 - 02/11/2014
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
06/28/1993 - 09/24/2010
HARTFORD EQUITY SALES COMPANY INC. (WALNUT CREEK CA)
BC
Issued 01/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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