Unclaimed
Richard Dennett Wilson is a financial professional with over 27 years of experience in the industry. Richard is currently registered with P.j. Robb Variable, LLC and is a General Securities Principal. Prior to joining P.j. Robb Variable, LLC, Richard worked at Annexus Securities, LLC, P.J. ROBB VARIABLE CORPORATION, and LPL Financial LLC. Richard is also registered with the state of Massachusetts.
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.
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.
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2
PA
07/05/2023 - Present
P.j. Robb Variable, LLC (HARRISBURG PA)
AZ
07/07/2021 - 03/25/2022
ANNEXUS SECURITIES, LLC (SCOTTSDALE AZ)
TN
10/13/2017 - 07/01/2021
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
MA
06/23/2009 - 11/21/2012
LPL FINANCIAL LLC (BOSTON MA)
MA
07/09/2007 - 03/26/2009
LPL FINANCIAL CORPORATION (BOSTON MA)
CT
09/21/2006 - 02/12/2007
MML DISTRIBUTORS, LLC (ENFIELD CT)
NY
04/01/2006 - 06/27/2006
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
05/25/2005 - 04/01/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
PA
03/29/2004 - 04/29/2005
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
06/10/2002 - 11/07/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
08/21/1995 - 12/08/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
01/23/1995 - 05/12/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
05/24/1994 - 01/20/1995
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
02/26/1992 - 05/12/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/26/1984 - 04/17/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 10/08/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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