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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kilroy is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc., located in Clarksburg, Maryland. Richard is also registered with the state of Maryland. Richard has been working in the financial services industry since 2016, with experience at Morgan Stanley, WELLS FARGO CLEARING SERVICES, LLC, Burke & Herbert Bank, Redmayne Bentley, Investec Wealth & Investment, and Tradestation. Richard holds the Series 66, 24, 52TO, 53, and 7TO securities licenses. Richard is a licensed 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
MD
12/21/2022 - Present
Raymond James & Associates, Inc. (Clarksburg MD)
MD
11/24/2020 - 12/19/2022
MORGAN STANLEY (Rockville MD)
VA
05/30/2020 - 11/02/2020
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
BOTH
Issued 12/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/31/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2019
SIE - Securities Industry Essentials 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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