Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard McCarter is a financial professional with over 18 years of experience in the industry. Richard currently works for Kestra Investment Services, LLC, and is registered with FINRA and has a Series 6, SIE and Series 63 license. Previously, Richard worked at CBIZ FINANCIAL SOLUTIONS, INC. Richard is registered in Arkansas, Georgia, North Carolina, Pennsylvania, Tennessee, Texas, and Wisconsin.
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
06/19/2007 - Present
Kestra Investment Services, LLC (Warrington PA)
GA
11/17/2004 - 06/21/2007
CBIZ FINANCIAL SOLUTIONS, INC. (ATLANTA GA)
BC
Issued 11/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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