Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Younts is a financial advisor with over 20 years of experience in the financial services industry. He is a registered representative of Raymond James Financial Services Advisors, Inc. and holds a Series 6, 7, 63, and 65 licenses. Richard is dedicated to providing clients with comprehensive financial planning services including investment management, retirement planning, and estate planning. He believes in building strong relationships with clients based on trust, understanding, and personalized attention. Richard also has prior experience with Southeast Investments, N.C., Inc. and Sunset Financial Services, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
02/26/2016 - Present
Raymond James Financial Services Advisors, Inc. (CORNELIUS NC)
NC
08/09/2012 - 01/02/2015
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
NC
05/27/2011 - 04/26/2012
SUNSET FINANCIAL SERVICES, INC. (MOORESVILLE NC)
NC
10/01/1997 - 04/20/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (MOORESVILLE NC)
IN
08/05/1996 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 3/8/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/6/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/2/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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