Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Wilson is a financial advisor with over 10 years of experience. Richard is registered to provide investment advice in Michigan and Washington, and holds a Series 7, Series 6, Series 63 and Series 65 licenses. Richard has held a Series 66 license since May 2024. Richard is currently employed by LPL Financial LLC. Richard has previously worked with CFD INVESTMENTS, INC. and Pruco Securities. Richard's current location is in SE Port Orchard, WA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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2
WA
05/15/2024 - Present
LPL Financial LLC (SE PORT ORCHARD WA)
WA
08/23/2018 - 04/29/2019
CFD INVESTMENTS, INC. (Gig Harbor WA)
WA
04/10/2018 - 07/27/2018
PRUCO SECURITIES, LLC. (BELLEVUE WA)
IN
12/12/2016 - 01/02/2018
CFD INVESTMENTS, INC. (KOKOMO IN)
MI
03/03/2014 - 03/01/2016
SIGMA FINANCIAL CORPORATION (EAST LANSING MI)
BOTH
Issued 05/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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