Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J.? Claim Your ProfileJ. Richard Rust is an investment advisor representative with Packerland Brokerage Services, Inc. J. Richard has been in the industry since 1998 and has experience in providing financial planning, portfolio management, and pension consulting services. J. Richard holds the Series 6, Series 63, and Series 65 securities licenses and is registered with the state of Florida. J. Richard previously worked for Avantax Investment Services, Inc., Waddell & Reed, Inc., and H.D. Vest Investment Services. J. Richard is also a Certified Public Accountant and the owner of Richard Rust CPA, P.A.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
12/14/2020 - Present
Packerland Brokerage Services, Inc. (JACKSONVILLE FL)
FL
10/18/2004 - 12/17/2020
AVANTAX INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
KS
11/11/2003 - 10/21/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
TX
02/10/1999 - 11/05/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
GA
09/25/1998 - 02/12/1999
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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