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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 Scott Scheflow is a financial advisor with Edward Jones, a well-established firm known for its personalized approach. Richard has been in the financial services industry since 2013, and his extensive experience allows him to provide guidance on a wide range of financial matters, including investment strategies, financial planning, and retirement planning. Richard is registered to offer investment advice in multiple states, demonstrating his commitment to serving clients across various locations. He is also a Certified Financial Planner (CFP®), a credential that signifies his commitment to professional standards and ethical practice. His dedication to client success is evident in his client testimonials and his focus on providing personalized solutions tailored to individual needs.
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.
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.
See schedule d - miscellaneous
1
2
IL
01/09/2019 - Present
Edward Jones (PALATINE IL)
BOTH
Issued 10/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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