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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 Jeffery Quirk is a financial advisor in Delphi, IN. Richard has been in the industry since 1979 and is currently registered with Stonex Advisors Inc. He is a registered representative of Stonex Securities Inc. Richard holds the Series 1, 6, 62, 22TO, 24 and 63 licenses, as well as the SIE exam. Richard provides financial planning and portfolio management services to individuals and businesses. His firm, Stonex Advisors Inc. is a full-service investment firm that provides a wide range of financial services to individuals and businesses. Richard has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Financial consulting 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.
1
2
IN
01/30/2015 - Present
Stonex Advisors Inc. (Delphi IN)
IN
05/20/2003 - 09/12/2014
WRP INVESTMENTS, INC. (DELPHI IN)
MO
09/11/1990 - 06/18/2003
FFP SECURITIES, INC. (CHESTERFIELD MO)
NA
05/15/1989 - 09/17/1990
FIRST PACIFIC CAPITAL CORPORATION
NA
06/20/1988 - 05/16/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
08/20/1979 - 07/06/1988
WADDELL & REED, INC.
BC
Issued 08/14/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1993
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/13/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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