Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bousum ii has been in the financial industry since November 2006. Richard is a registered investment advisor representative with Stonex Advisors Inc. Richard holds the Series 63, 65, 7, and 24 licenses. Richard also is licensed in several states and offers financial consulting services, financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Richard was previously employed by WRP INVESTMENTS, INC.
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.
Financial consulting 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.
1
2
IN
10/27/2021 - Present
Stonex Advisors Inc. (Bronwsburg IN)
IN
11/02/2006 - 09/12/2014
WRP INVESTMENTS, INC. (AVON IN)
IA
Issued 10/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Bousum ii is the right advisor for you? Invested Better is here to help.
