As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Capitol Chamber of Commerce Member
- Leadership Oklahoma Class VIII Ambassador
- University of Oklahoma "O" Club Member
- Metro Technology Center - Emeritus Board Member
- University of OK Price College Board of Advisors
- 401(k) Rollovers
- Asset Management
- Access to Lending Services
- Philanthropic Services
- Estate Planning Strategies
- Wealth Management
- Financial Planning
- Retirement Planning
- Education Planning
- Exchange Traded Funds
- Corporate Retirement Plans
- Masters in Business Administration, 1988
Oklahoma City University
- BBA - Finance, 1982
University of Oklahoma
- Financial Planning Specialist Designation
- SB Advisor Certified
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health, Long Term Care, Property & Casualty & Variable Annuity Insurance Licensed
- Oklahoma Leadership Graduate
- Honors Graduate
Oklahoma City University
- Present: Morgan Stanley*
Second Vice President
- 2002: Merrill Lynch
Assistant Vice President
Senior Financial Advisor
Wealth Management Advisor
Certified Financial Manager
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
Richard E. Cudjo holds the following registrations:
Securities Agent: AR, AZ, CA, CO, CT, DC, FL, GA, IN, KS, KY, LA, MA, MN, MO, NE, NM, NY, OK, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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