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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 Zyczkiewicz is a financial advisor with Avantax Advisory Services in Durham, North Carolina. Richard has been in the financial services industry since 2005. Richard holds a Series 7, Series 63 and Series 66 license, and is registered with the state of North Carolina. Richard's experience includes working with CETERA FINANCIAL SPECIALISTS LLC, H.D. VEST INVESTMENT SERVICES, 1ST GLOBAL CAPITAL CORP., and G. A. REPPLE & COMPANY.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NC
10/09/2014 - Present
Avantax Advisory Services (DURHAM NC)
NC
08/09/2012 - 10/17/2014
CETERA FINANCIAL SPECIALISTS LLC (CHAPEL HILL NC)
NC
11/24/2009 - 03/07/2012
H.D. VEST INVESTMENT SERVICES (CHAPEL HILL NC)
NC
09/21/2007 - 12/08/2009
1ST GLOBAL CAPITAL CORP. (CHAPEL HILL NC)
FL
10/10/2003 - 12/31/2005
G. A. REPPLE & COMPANY (CASSELBERRY FL)
BOTH
Issued 12/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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