Unclaimed
Richard Williamson is a financial advisor with Allstate Financial Services, LLC. Richard holds a Series 6, 7TO, and 63 license, along with the SIE designation. Richard has been in the financial services industry since 2007. Richard is registered with the states of Texas, California and Florida. Richard is located in Plano, Texas.
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.
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.
1
2
TX
07/23/2007 - Present
Allstate Financial Services, LLC (Plano TX)
BC
Issued 09/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Williamson is the right advisor for you? Invested Better is here to help.