Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Newman is a financial advisor registered with PFS Investments Inc. based in MAUMEE, Ohio. Richard has been in the financial services industry since 1984 and has a wide range of experience. He has passed numerous industry exams, including the Series 6, 26, 63, and 65. Richard is currently registered as a registered representative and an investment advisor representative in Ohio and Texas. Richard is committed to providing his clients with personalized financial advice and guidance. He is also a member of the Primerica Financial Services, LLC team.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
12/23/2019 - Present
PFS Investments Inc. (MAUMEE OH)
IA
Issued 04/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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