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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Van benschoten is an investment advisor representative at Wealthspire Advisors. Rick is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Rick has been in the financial services industry for over 30 years. Rick has a Series 6, Series 7, Series 62, and Series 63 licenses and has obtained the Certified Financial Planner designation. Rick has experience providing financial planning, portfolio management for individuals, and selection of other advisors. Rick works in the New York, NY office of Wealthspire Advisors. Previously, Rick was employed by MML INVESTORS SERVICES, LLC.
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.
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.
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NY
04/10/2024 - Present
Wealthspire Advisors (New York NY)
NY
10/27/1988 - 08/07/2018
MML INVESTORS SERVICES, LLC (NEW YORK NY)
BC
Issued 10/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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