Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricky? Claim Your ProfileRicky Lee Speicher is a financial advisor with Commonwealth Financial Network, a Registered Investment Advisor with offices in Waltham, MA and Bonita Springs, FL. Ricky has been in the financial industry since 1984. Ricky has a wide range of experience and expertise, including financial planning, portfolio management, and insurance. Ricky holds several industry certifications, including the Certified Financial Planner designation and the Series 7, 6, 63, and 65 licenses. Ricky has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Ricky is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
PA
06/15/2010 - Present
Commonwealth Financial Network (WYOMISSING PA)
NY
05/03/1999 - 09/26/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
02/13/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
08/31/1987 - 02/07/1989
EQUITY SERVICES, INC.
NA
05/19/1986 - 08/19/1987
HACKETT ASSOCIATES, INC.
NA
01/08/1986 - 05/30/1986
TRI-STATE FINANCIAL PLANNING ASSOCIATES
NA
10/09/1984 - 12/19/1985
FIRST INVESTORS CORPORATION
IA
Issued 02/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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