Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Christensen is a financial advisor in EAGLE, ID. Richard has been in the industry since November 22, 1994. Richard is currently registered with Raymond James Financial Services Advisors, Inc. in Idaho. Prior to that, Richard was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Boise, ID. Richard has passed the Series 63, 65, 7, 9, 10, and SIE exams. Richard specializes in providing financial advice to individuals, corporations, businesses, and charitable organizations. Richard provides services like financial planning, pension consulting, portfolio management for individuals and businesses, 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ID
08/28/2009 - Present
Raymond James Financial Services Advisors, Inc. (EAGLE ID)
ID
11/23/1994 - 07/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
IA
Issued 12/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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