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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 Shively is a financial advisor registered with Cuso Financial Services, LP. Richard works primarily with individuals, as well as corporations or other businesses, charitable organizations and pension and profit sharing plans. He is registered to provide investment advisory services in several states. Richard has over 7 years of experience in the financial services industry, having worked previously with Equitable Advisors, LLC and Raymond James Financial Services, Inc. He holds a Series 7, Series 63 and Series 65 licenses. Richard is also a licensed investment advisor representative in Ohio and Texas.
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
OH
06/12/2024 - Present
Cuso Financial Services, LP (Liberty Twp OH)
OH
02/02/2021 - 05/06/2022
EQUITABLE ADVISORS, LLC (LIBERTY TOWNSHIP OH)
OH
01/19/2016 - 02/19/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST CHESTER OH)
OH
12/02/2015 - 01/15/2016
PNC INVESTMENTS (WEST CHESTER OH)
IA
Issued 03/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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