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 Means is a financial advisor with Centaurus Financial, Inc. Richard has been in the industry since 1983 and has been registered with Centaurus Financial, Inc. since December 2019. Richard holds a Series 6, Series 22, Series 63, and SIE licenses. Richard is also a Certified Financial Planner. Centaurus Financial, Inc. is an independent broker-dealer and registered investment advisor that provides financial planning, portfolio management, and other investment services to individuals, families, and businesses.
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.
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
CA
09/06/2022 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
CA
04/03/1984 - 12/13/2019
HORNOR, TOWNSEND & KENT, LLC (ANAHEIM CA)
NA
02/08/1983 - 12/05/1983
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 09/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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