Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Alan Deprey is a financial advisor currently registered with Packerland Brokerage Services, Inc. and has been in the industry since February 1997. Richard has held previous roles at THE O.N. EQUITY SALES COMPANY and CAPITAL FINANCIAL SERVICES, INC. Richard has passed the Series 6, Series 63 and SIE exams and is licensed in 10 states including Alabama, Arizona, Georgia, Illinois, Massachusetts, Michigan, Minnesota, Tennessee, Texas and Wisconsin. Richard has experience working with individuals, high net worth individuals, corporations, pension and profit-sharing plans and charitable organizations.
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
WI
08/18/2021 - Present
Packerland Brokerage Services, Inc. (Sun Prairie WI)
WI
06/11/2002 - 09/10/2021
THE O.N. EQUITY SALES COMPANY (SUN PRAIRIE WI)
ND
02/03/1997 - 05/31/2002
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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