Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Weinstein is a financial advisor with over 20 years of experience in the financial services industry. Richard is currently registered with Hornor, Townsend & Kent, LLC and is also the owner/proprietor of Weinstein & Co, PC, a CPA/accounting and tax preparation firm. Richard has held prior positions at Royal Alliance Associates, Inc., Edward Jones and Planco Financial Services, Inc. Richard holds Series 6, 7, 63 and 66 licenses and the SIE exam. Richard is also registered in Colorado, District of Columbia, Massachusetts, New Jersey and Pennsylvania. Richard specializes in financial planning, pension consulting and selection of other advisors.
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.
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.
Trail commissions, distribution assistance fees
1
2
PA
09/09/2014 - Present
Hornor, Townsend & Kent, LLC (DOYLESTOWN PA)
PA
10/09/2013 - 03/07/2014
ROYAL ALLIANCE ASSOCIATES, INC. (KING OF PRUSIA PA)
MO
03/19/2003 - 07/21/2003
EDWARD JONES (ST. LOUIS MO)
CT
04/25/2002 - 03/07/2003
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 10/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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