Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Zuvella is a financial advisor with Colorado Financial Service Corp. Richard is a registered representative with the firm and has been in the industry since 2006. Richard is a Series 7 and Series 63 licensed representative. Richard has worked in the financial services industry for more than 16 years and specializes in providing financial planning and portfolio management services to high-net-worth individuals. Richard's professional background includes a previous role with SIGMA FINANCIAL CORPORATION.
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.
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
CO
06/02/2016 - Present
Colorado Financial Service Corp. (CENTENNIAL CO)
CA
09/07/2006 - 06/02/2016
SIGMA FINANCIAL CORPORATION (SAN JOSE CA)
BC
Issued 09/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Zuvella is the right advisor for you? Invested Better is here to help.
