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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Nilmeier is a financial advisor with United Planners' Financial Services Of America A Limited Partner in Fresno, CA. Richard has been a financial advisor since 1974. Richard specializes in financial planning, portfolio management for individuals, and selection of other advisors. Richard has held previous positions with NEXT FINANCIAL GROUP, INC., PRINCOR FINANCIAL SERVICES CORPORATION, INTERSECURITIES, INC., ROYAL ALLIANCE ASSOCIATES, INC., WALNUT STREET SECURITIES, INC., THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY, NWNL MANAGEMENT CORPORATION, and PAUL REVERE EQUITY SALES COMPANY (THE).
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/13/2018 - Present
United Planners' Financial Services OF America A Limited Partner (FRESNO CA)
CA
12/11/2007 - 05/05/2010
NEXT FINANCIAL GROUP, INC. (FRESNO CA)
CA
08/15/2006 - 12/13/2007
PRINCOR FINANCIAL SERVICES CORPORATION (FRESNO CA)
CA
01/06/1997 - 08/11/2006
INTERSECURITIES, INC. (FRESNO CA)
AZ
08/04/1994 - 01/27/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
12/07/1994 - 09/10/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
02/27/1974 - 08/16/1994
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
CT
03/10/1987 - 12/31/1991
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NA
02/27/1974 - 03/17/1978
PAUL REVERE EQUITY SALES COMPANY (THE)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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