Topline | Richard Katz

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Richard Katz

Registered Rep at Questar Capital

Intro Book

Seasoned financial professional with 40+ years of experience in finance, investments, and wealth management.

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Location

Hollywood, Florida, United States, US

Languages

conversational German -

Skills

Finance
Strategic Financial Planning
Retirement Planning
Investments
Fixed Annuities
Insurance
Series 6
Financial Planning
Wealth Management
Loans
Retirement
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$150.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Richard Katz has an MBA from NYU and a BS in Finance from NYU, which adds prestige. He has 40+ years of experience in finance, including leadership positions like President & CEO and Senior Vice President. This level of experience and education typically commands higher rates. Considering his role as a Registered Representative, I would estimate his hourly rate to be around $150, which is in line with industry standards for experienced financial professionals in his location.

Bio

Generated by

Topline AI

Richard Katz is a seasoned financial professional with 40+ years of experience in finance, investments, and wealth management. He has held various leadership positions, including President & CEO, Senior Vice President, and Registered Representative. Katz holds an MBA in Financial Accounting from New York University and a BS in Finance from New York University.

Experience

Questar Capital
- Registered Rep
Questar Capital
- registered rep
  - Oct 2012 - Present
MetLife
- Plantation, Fl.
- Registered Representative
  - 2011 - 2012
  - Plantation, Fl.
Transamerica Financial Advisors
- CooperCity, Fl.
- RegisteredRepresentative
  - 2004 - 2011
  - CooperCity, Fl.
AxaAdvisors
- Miami, Fl.
- Registered Representative
  - 1999 - 2003
  - Miami, Fl.
Oceanmark Bank
- North Miami Beach, Fl.
- President & Chief Executive Officer
  - 1990 - 1997
  - North Miami Beach, Fl.
Prestige Bank
- Miami, Fl.
- President & ChiefExecutive Officer
  - 1985 - 1988
  - Miami, Fl.
United National Bank
- Senior Vice President and Senior Loan Officer
  - 1978 - 1985
Flagship Banks, Inc.
- Miami Beach, Fl.
- Vice President
  - 1974 - 1978
  - Miami Beach, Fl.
Chemical Bank
- New York, N. Y.
- Assistant Vice President
  - 1970 - 1974
  - New York, N. Y.

Education

1970 - 1976

NewYork University

1970 - 1976
1963 - 1970

New York University

1963 - 1970

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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Richard Katz

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100 Credits For FREE

$150.0

Hourly Rate