Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Weller is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Richard is licensed to offer financial products and services in Texas and Utah. Richard has been working in the financial services industry since 2014. Richard has licenses for Series 63, Series 65, Series 7 and the Securities Industry Essentials (SIE) exam. Richard provides financial advice to individuals and businesses, including financial planning, portfolio management, and investment advisory services. Richard has been active in the financial services industry since 2014.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
07/22/2019 - Present
Raymond James Financial Services Advisors, Inc. (Payson UT)
UT
04/04/2014 - 01/13/2017
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 03/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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