Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Cuvelier is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Richard has been in the financial services industry since 1984 and has experience working with individuals, corporations, and other clients. Richard holds a Series 7, Series 9, Series 10, Series 63, and Series 66 licenses and is registered to conduct business in multiple states. Richard also has a strong background with Edward Jones, having worked there since 1984. Richard Cuvelier is a dedicated professional who is committed to helping clients achieve their financial goals.
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
IA
12/09/2020 - Present
Raymond James Financial Services Advisors, Inc. (DECORAH IA)
IA
11/21/1984 - 02/13/2019
EDWARD JONES (DECORAH IA)
BOTH
Issued 11/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/20/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Cuvelier is the right advisor for you? Invested Better is here to help.
