Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Scott Severs is a financial advisor who has been working in the industry since 2004. Richard is a Certified Financial Planner and Chartered Financial Analyst and holds Series 7, 31 and 66 licenses. Richard currently works at Garde Capital, Inc., a firm that provides financial advice to a variety of clients, including individuals, high-net-worth individuals, charitable organizations and pension and profit-sharing plans. Richard was previously registered with UBS Financial Services Inc. and Safeco Securities, Inc.. Richard is active in the community and serves as Treasurer of the Jessica Meadows Homeowners Association.
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
WA
08/28/2009 - Present
Garde Capital, Inc. (SEATTLE WA)
WA
04/23/2004 - 09/14/2009
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
WA
03/09/2004 - 04/28/2004
SAFECO SECURITIES, INC. (BELLEVUE WA)
BOTH
Issued 05/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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