Unclaimed
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 an investment advisor representative at Cetera Investment Advisers LLC. Richard Youssef has been in the industry since April 1985. Richard Youssef is registered with the state of Ohio, and is also registered with the state of Texas as a resident. Richard Youssef is a licensed insurance agent and owns Youssef Financial Services, Inc. Richard Youssef offers financial planning services, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
1
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 01/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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