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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 Breedwell is a financial advisor with Foundations Investment Advisors LLC, a firm with offices in Sacramento, CA, and Phoenix, AZ. Richard is a registered Investment Advisor Representative and holds Series 6, 7, 63, and 65 licenses. Richard has been in the financial services industry since 1991. He has a strong track record of providing financial advice to individuals, corporations, and other entities. Richard is committed to providing his clients with personalized financial planning and investment management services. His experience with clients ranges from individual clients to institutions. Richard is dedicated to helping his clients achieve their financial goals.
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.
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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CA
01/27/2016 - Present
Foundations Investment Advisors LLC (Sacramento CA)
CA
10/18/2004 - 08/05/2015
PARKLAND SECURITIES, LLC (SACRAMENTO CA)
NY
03/25/1998 - 10/26/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
05/06/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
MA
06/04/1992 - 04/21/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/04/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 01/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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