Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Stevenson is a financial professional with over 10 years of experience in the industry. Richard is currently registered with Wesbanco Securities, Inc. Previously, Richard was affiliated with THE HUNTINGTON INVESTMENT COMPANY. Richard is licensed to sell securities in West Virginia. Richard has passed the Series 6, Series 63 and SIE exams. Richard specializes in investment company products/variable contracts, mutual funds, and variable annuities.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
WV
12/02/2015 - Present
Wesbanco Securities, Inc. (Clarksburg WV)
WV
12/11/2012 - 12/02/2015
THE HUNTINGTON INVESTMENT COMPANY (CLARKSBURG WV)
BC
Issued 04/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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