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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Blankenship is a financial advisor with over 20 years of experience in the industry. Richard is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and is also registered as an investment advisor representative in Missouri and Texas. Richard specializes in providing financial advice to individuals, businesses, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. In the past, Richard has worked for Wells Fargo Advisors, LLC, Dean Witter Reynolds Inc., and Fortis Investors, Inc.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
04/22/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (COLUMBIA MO)
MO
12/09/2008 - 04/22/2016
WELLS FARGO ADVISORS, LLC (COLUMBIA MO)
MO
03/20/2002 - 12/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA MO)
NY
10/01/1997 - 07/16/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
12/04/1996 - 12/23/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 03/28/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/07/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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