Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Munneke is a financial advisor with Mercer Global Advisors Inc. He has been in the industry since August 1997. Richard holds a variety of licenses including Series 7, Series 10, Series 63, and Series 66 licenses. He is also a Certified Financial Planner. Richard has a strong background in financial planning, investment management, and insurance. He has worked with a variety of clients including individuals, families, businesses, and institutions. Richard is committed to providing his clients with personalized financial advice and services.
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.
Trust services, estate planning, tax return preparation, consultation
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
AZ
10/15/2024 - Present
Mercer Global Advisors Inc. (Phoenix AZ)
NE
07/27/2021 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 01/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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