Unclaimed
Richard Jasper is a financial advisor who has been working in the industry since 1984. Richard is registered with Park Avenue Securities LLC and has a broad range of experience in financial planning, portfolio management, and insurance. Richard also offers educational seminars to help clients learn more about their finances. Richard has experience working with individuals, high-net-worth individuals, charitable organizations, pension plans, corporations, and other businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
04/05/2007 - Present
Park Avenue Securities LLC (YORKTOWN HEIGHTS NY)
NY
02/16/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
01/31/1995 - 12/31/1996
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
09/04/1990 - 01/05/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
11/09/1984 - 09/07/1990
W.D.R. EQUITY RESOURCES, INC.
NA
09/26/1983 - 03/16/1984
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
IA
Issued 02/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Jasper is the right advisor for you? Invested Better is here to help.