Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rickard? Claim Your ProfileRickard Martin is an investment advisor representative associated with Cambridge Investment Research Advisors, Inc. Rickard has been in the financial services industry since 2000 and is registered in Florida and Ohio. Rickard's primary office location is in North Olmsted, Ohio, but Rickard also has a branch office in Naples, Florida. Rickard is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to offer investment advisory services in several states. Rickard specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
10/03/2016 - Present
Cambridge Investment Research Advisors, Inc. (North Olmsted OH)
OH
06/15/2006 - 10/05/2016
FSC SECURITIES CORPORATION (NORTH OLMSTED OH)
OH
07/29/2005 - 06/15/2006
LINSCO/PRIVATE LEDGER CORP. (BEACHWOOD OH)
IN
10/11/2000 - 08/03/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/11/2000 - 08/03/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 07/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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