Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Cundey is a financial advisor with over 29 years of experience in the financial services industry. Richard is currently registered with Choreo, LLC and holds Series 63, 65, 7, and SIE licenses. Richard has a broad range of experience working with individuals, families, businesses and institutions. Richard's previous employers include Cambridge Investment Research, Inc., Cap Pro Brokerage Services, Inc., Citigroup Global Markets Inc. and The Robinson-Humphrey Company, LLC. Richard holds the Certified Financial Planner and Chartered Financial Consultant designations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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
02/14/2023 - Present
Choreo, LLC (AUGUSTA GA)
GA
03/18/2005 - 10/17/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (AUGUSTA GA)
OH
05/21/2004 - 03/21/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
NY
10/05/2000 - 04/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
04/05/1994 - 10/06/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 04/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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