Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard McNeil is a financial advisor with Truist Advisory Services, Inc. based in Richmond, VA. Richard has been in the industry since 2004. Richard has held previous positions with WELLS FARGO CLEARING SERVICES, LLC, PRIMEVEST FINANCIAL SERVICES, INC., FISERV INVESTOR SERVICES, INC. and SIGNET FINANCIAL SERVICES,INC. Richard is registered with the state of Virginia and holds the Series 6, Series 7, Series 63, Series 66, and SIE licenses. Richard is a Certified Financial Planner.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
08/30/2022 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
11/01/2011 - 08/25/2022
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
MN
08/16/2005 - 06/14/2007
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
TX
05/04/2005 - 08/17/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NC
04/05/1993 - 04/24/1998
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
BOTH
Issued 06/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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