Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard F. Colleoni is a financial advisor with SPC in Mansfield, Texas. Richard has over 20 years of experience in the financial services industry. Richard is registered with the state of Texas and holds the Series 63, Series 66, Series 7 and SIE licenses. Richard has previously worked with Wunderlich Securities, Inc., Raymond James & Associates, Inc., Morgan Keegan & Company, Inc. and A. G. Edwards & Sons, 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.
Consultation services
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.
Seminar attendance fees
1
2
TX
11/22/2017 - Present
SPC (Mansfield TX)
TX
01/10/2014 - 11/16/2017
WUNDERLICH SECURITIES, INC. (DALLAS TX)
TX
02/13/2013 - 01/15/2014
RAYMOND JAMES & ASSOCIATES, INC. (FORT WORTH TX)
TX
10/04/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (FT. WORTH TX)
TX
09/08/2000 - 10/16/2007
A. G. EDWARDS & SONS, INC. (ARLINGTON TX)
BOTH
Issued 09/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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