Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kaczor is a financial advisor registered with Avantax Advisory Services. Richard has been in the industry since 2001. Richard has a Series 6, 7TO, 63, and 66 securities license. Richard is registered to provide financial advice in Florida, Illinois, Indiana, Kentucky, Michigan, Nevada, and Wisconsin. Richard is also a licensed insurance agent. Richard is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Richard's focus is on helping individuals, corporations, and pension 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
02/02/2022 - Present
Avantax Advisory Services (Schaumburg IL)
IL
09/02/2021 - 12/31/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Schaubmurg IL)
IL
10/10/2020 - 06/23/2021
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
IL
06/30/2010 - 12/07/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
IL
04/09/2009 - 12/31/2009
PFS INVESTMENTS INC. (OAK BROOK IL)
GA
11/07/2005 - 05/10/2007
PFS INVESTMENTS INC. (DULUTH GA)
MN
09/11/2002 - 11/11/2003
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
GA
04/12/2002 - 08/09/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
01/23/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 09/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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