Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Anthony Mansour is a financial advisor with over 20 years of experience in the financial services industry. Richard is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., and has been associated with the firm since May 2003. Prior to joining Merrill Lynch, Richard worked at Citigroup Global Markets Inc. and The Robinson-Humphrey Company, LLC. Richard holds several professional licenses, including Series 7, Series 65, and Series 66. He is also licensed to conduct business in Alabama, California, Colorado, District of Columbia, Florida, Georgia, Indiana, Kentucky, Maryland, Mississippi, New York, North Carolina, Ohio, Rhode Island, South Carolina, Texas, Virginia, and Wyoming. Richard specializes in providing financial advice to individuals, corporations, and institutions. His expertise includes portfolio management, financial planning, and investment management.
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
AL
06/02/2003 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BIRMINGHAM AL)
NY
01/02/2002 - 06/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
10/12/2000 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BOTH
Issued 11/13/2000
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 7 - General Securities 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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