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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 Linhart is an Investment Advisor Representative at Morgan Stanley, registered with the Financial Industry Regulatory Authority (FINRA). Richard is a highly experienced financial professional, with more than 14 years in the industry. Richard is registered in 27 states and has a wide range of experience in financial planning and investment management. Richard has held positions with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Richard's registrations demonstrate his commitment to providing comprehensive financial services to clients. Richard has the expertise to develop customized financial plans and manage investments in a variety of markets. Richard has held a Series 66 license since 2009.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/10/2010 - Present
Morgan Stanley (New York NY)
BOTH
Issued 08/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2010
Series 3 - National Commodity Futures Examination
BC
Issued 08/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/2009
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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