Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Pawelko is a financial advisor with over 30 years of experience in the industry. Richard is currently registered with JMG Financial Group Ltd. and has been with the firm since 1987. Prior to that, he was employed at DREHER & ASSOCIATES, INC. and JMG FINANCIAL SERVICES, LTD. Richard holds the Series 4, 7, 24, 53 and 63 licenses as well as the Series 65 license. He is also a Personal Financial Specialist and a Chartered Financial Analyst. Richard specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
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.
A percentage of assets
1
2
IL
02/21/1998 - Present
JMG Financial Group Ltd. (Downers Grove IL)
IL
01/04/1988 - 12/31/1996
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NA
12/09/1987 - 12/30/1987
JMG FINANCIAL SERVICES, LTD.
IA
Issued 11/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/1990
Series 4 - Registered Options Principal Examination
BC
Issued 12/05/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/28/1989
Series 24 - General Securities Principal Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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