Unclaimed
Robert Kucherich is a financial advisor with Raymond James Financial Services Advisors, Inc. Robert has over 8 years of experience in the financial services industry. He is registered with the state of Pennsylvania as an Investment Advisor Representative. Robert is also a Series 7, 6, and 63 licensed representative. In addition to providing investment advice, Robert also offers financial planning services. Robert has a strong understanding of the investment management process and is committed to helping clients 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
02/04/2022 - Present
Raymond James Financial Services Advisors, Inc. (York PA)
PA
12/17/2015 - 02/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YORK PA)
PA
08/14/2014 - 09/25/2015
M&T SECURITIES, INC. (ELIZABETHTOWN PA)
IA
Issued 01/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Kucherich is the right advisor for you? Invested Better is here to help.