Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Willis is a financial professional with over 20 years of experience in the financial services industry. Richard is currently registered as a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC, where he has been employed since March 2022. Prior to joining Eagle Strategies, Richard was employed by both NYLIFE SECURITIES, LLC and NEW YORK LIFE INSURANCE COMPANY, where he provided financial advice. Richard is registered in Alabama, Florida, and Georgia and holds Series 6, 7, 24, 63 and 66 licenses. In addition to his financial services work, Richard also serves as a board member for the Forsyth United Methodist Church. Richard is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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
03/16/2022 - Present
Eagle Strategies LLC (MACON GA)
GA
04/27/2011 - 01/22/2013
PRINCOR FINANCIAL SERVICES CORPORATION (TIFTON GA)
GA
09/10/2007 - 04/06/2011
MML INVESTORS SERVICES, LLC (TIFTON GA)
GA
09/24/2002 - 08/10/2007
NYLIFE SECURITIES LLC (TIFTON GA)
BOTH
Issued 02/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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