Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Myers is a financial advisor currently registered with Schwab Wealth Advisory, Inc. Richard Myers is a Series 7TO, Series 63 and Series 66 licensed advisor. Richard Myers has been in the securities industry since 2019. Before joining Schwab Wealth Advisory, Inc., Richard Myers worked at ROBINHOOD FINANCIAL, LLC in Tempe, AZ.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
AZ
11/30/2022 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
02/03/2021 - 07/29/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
09/03/2019 - 12/23/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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