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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 Tomo Selzler is a financial advisor with Morgan Stanley. Richard has been in the financial services industry since 2014. Richard holds the Series 7TO, Series 56, and Series 66 securities licenses. Richard also holds an Investment Advisor Representative license in Arizona and Texas. Richard has a background in education and is also an instructor for Chess Emporium. Richard is a licensed financial advisor in 53 states and the District of Columbia. Richard's firm has an approximate asset amount of $10 billion to $50 billion. Richard's firm is registered with the Securities and Exchange Commission (SEC). Richard's firm manages assets for a wide range of clients, including individuals, businesses, institutions, and investment companies. Richard's firm offers a variety of financial planning services, including retirement planning, college savings planning, and estate planning. Richard and Morgan Stanley have worked with various financial institutions, including banks, insurance companies, and investment companies. Richard's firm offers a variety of investment products, including stocks, bonds, mutual funds, and exchange-traded funds. Richard's firm also offers a variety of advisory services, including portfolio management, financial planning, and educational seminars.
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
AZ
05/12/2023 - Present
Morgan Stanley (GILBERT AZ)
NY
03/05/2014 - 10/23/2019
CHIMERA SECURITIES, LLC (NEW YORK NY)
BOTH
Issued 03/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2014
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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