Unclaimed
Richard Saunders is a financial advisor with over 20 years of experience in the industry. Richard is registered with Ameriprise Financial Services, LLC and has held licenses in several states, including Georgia, Texas, and California. Richard specializes in providing a variety of financial services, including financial planning, asset allocation services, and portfolio management for individuals and businesses. Richard has a strong background in the securities industry, having passed several industry exams, including the Series 7 and Series 63 exams. Richard also has a previous employment history with IDS Life Insurance Company.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
GA
05/09/2012 - Present
Ameriprise Financial Services, LLC (ATLANTA GA)
MN
01/17/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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