Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Stephan Grund is a financial advisor with over 30 years of experience in the industry. Richard is currently registered with Commonwealth Financial Network and has been with them since April 2008. Richard has previously held positions with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Allmerica Investments, Inc. Richard holds licenses for Series 6, Series 7, and Series 63, and is registered in over 25 states. Richard's specializations include: Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, and Pension Consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
04/03/2008 - Present
Commonwealth Financial Network (WESTON FL)
FL
11/07/1995 - 04/03/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (DEERFIELD BEACH FL)
FL
11/07/1995 - 04/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (DEERFIELD BEACH FL)
MA
10/30/1992 - 09/21/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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