Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Charles Hinesley is a financial advisor with over 20 years of experience in the financial services industry. Richard Hinesley is currently registered with Raymond James & Associates, Inc. in Greenwood, Indiana. Richard has previously worked with a number of other firms including The Huntington Investment Company and PNC Investments. Richard Hinesley holds a number of licenses including Series 63, Series 65, Series 7, and Series 24. Richard is also a Certified Financial Planner. Richard Hinesley has a strong track record of providing personalized financial advice and investment management services to individuals, families, and businesses. Richard specializes in a wide range of financial planning needs, including retirement planning, college savings, estate planning, and insurance. Richard Charles Hinesley is committed to helping clients 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
06/04/2024 - Present
Raymond James & Associates, Inc. (Greenwood IN)
IN
09/19/2014 - 06/11/2024
THE HUNTINGTON INVESTMENT COMPANY (INDIANAPOLIS IN)
IN
08/10/2010 - 09/10/2014
PNC INVESTMENTS (ANDERSON IN)
IN
09/25/2009 - 07/26/2010
RAYMOND JAMES & ASSOCIATES, INC. (GREENWOOD IN)
IN
12/19/2005 - 09/28/2009
MORGAN KEEGAN & COMPANY, INC. (INDIANAPOLIS IN)
OH
03/16/2004 - 12/21/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
09/18/2003 - 03/10/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
04/17/2001 - 09/03/2003
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IA
Issued 07/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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