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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 Youssef is a financial advisor with Cetera Investment Advisers LLC, based in Toledo, OH. Richard has been in the financial industry since 1985 and has extensive experience working with individuals, businesses, and retirement plans. Richard holds Series 6, 7, 24, 63 and 65 securities licenses and is registered to provide investment advice in all 50 states and the District of Columbia. Richard is dedicated to helping clients achieve their financial goals and providing personalized financial guidance.
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.
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.
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2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (TOLEDO OH)
OH
05/01/1985 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TOLEDO OH)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/9/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/4/1997
Series 7 - General Securities Representative Examination
BC
Issued 4/29/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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