Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Dennis Bettridge is a financial advisor with over 27 years of experience in the industry. Richard is currently registered with Raymond James & Associates, Inc. Richard's previous experience includes working with Chartwell TSC Securities Corp., OppenheimerFunds Distributor, Inc., MFS Fund Distributors, Inc., Aetna Investment Services, LLC, and First Security Investor Services, Inc. Richard holds the Series 7, Series 63, and SIE licenses. Richard specializes in providing financial planning, portfolio management, and investment advice for individuals, businesses, and charitable organizations. Richard is dedicated to providing personalized financial guidance to help clients reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
10/28/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
PA
04/13/2021 - 07/13/2022
CHARTWELL TSC SECURITIES CORP. (PITTSBURGH PA)
NY
11/01/2006 - 05/24/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MA
12/19/2000 - 09/28/2006
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
CT
07/20/1999 - 12/18/2000
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
UT
02/21/1995 - 01/19/1999
FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)
MN
01/27/1992 - 11/11/1994
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 01/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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