Unclaimed
Maurita Richards is an investment advisor representative at Edward Jones. Maurita has been in the financial services industry for over 20 years and holds a Series 66, Series 7TO and SIE licenses. She has worked with a wide range of clients, including individuals, families, businesses, and retirement plans. Maurita is dedicated to helping her clients achieve their financial goals. Maurita is registered with the state of Mississippi as an Investment Advisor Representative. She is also registered with the states of Alabama, California, District of Columbia, Florida, Georgia, Illinois, Louisiana, Michigan, Montana, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin as a Broker-Dealer. Maurita has earned a state exam, two product exams and is currently employed with Edward Jones.
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.
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.
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.
See schedule d - miscellaneous
1
2
MS
05/28/2024 - Present
Edward Jones (GULFPORT MS)
BOTH
Issued 05/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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