Kaplan & Co. Securities

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Is the Managing Directors of the Houston office of Shearson Financial Services, LLC Located in the energy quarter along I-10. Richard has been in the investment profession for over 25 years. Richard’s area of expertise is in assisting institutions in developing an investment program that will maximize return, while remaining well within the risk profile of the institution. Richard has extensive experience in assisting mid-size institutions. He has a thorough knowledge in all areas of the government bond markets. Richard carries multiple securities licenses including, Series 7,63,24 and 53.

Shearson Financial Services, LLC approaches customer service with a unique structure that makes our firm shine above the rest... the Shearson Financial Services, LLC Team. Each member of our team has a specialty - an area that he or she has excelled in for many years. We don't pretend that everyone in our company knows it all - that's not realistic. While at many of the larger firms a client may be matched with one broker for all decisions and transactions, at Shearson Financial Services, LLC , the client may be in touch with all of us.

As a logical extension of our remarkable growth in the financial investments industry, Shearson Financial Services is continually seeking qualified professionals to expand and enhance the Shearson Financial Services Team. Should you be a motivated professional and further possess an interest in providing the best of attentive service for the client, we invite you to fax your cover letter and resume, or to contact us by voice phone.

Shearson Financial Services, LLC is a value oriented investment firm focusing on a broad range of securities and insurance products. Our approach in seeking value is comprehensive, with an emphasis on risk aversion being a primary focus. For all investments we independently value each security before concluding our investment decisions. As a general rule for our bond accounts, broad diversification is primary. We invest predominantly in investment grade instruments. For our equity accounts we focus on a limited number of securities that we believe have a compelling value.

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