Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Weil is a financial advisor with over 40 years of experience in the industry. Richard is currently registered with Raymond James & Associates, Inc. in Georgia and Texas. Prior to joining Raymond James, Richard was affiliated with UBS PaineWebber Inc. and J.C. Bradford & Co. Richard holds several licenses and designations, including Series 63, 65, and 7, and is a Registered Representative and Investment Advisor Representative.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
09/10/2010 - Present
Raymond James & Associates, Inc. (ALPHARETTA GA)
NJ
08/14/2000 - 07/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/20/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
FL
06/30/1995 - 03/24/1998
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
GA
05/18/1981 - 07/10/1995
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
IA
Issued 05/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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