Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Birdd is a financial professional with over 25 years of experience in the industry. Richard is currently registered with MML Investors Services, LLC, a firm with a strong commitment to providing clients with a wide range of financial services. Richard has been with MML Investors Services, LLC since 2003. Prior to that, Richard worked at Park Avenue Securities LLC and Berkshire Equity Sales, Inc. Richard has a proven track record of success in helping clients achieve their financial goals. Richard is committed to providing clients with personalized attention and guidance, and he is dedicated to helping clients make informed financial decisions. Richard holds the Series 6, Series 63 and SIE licenses. Richard works from the Amherst, NY branch office.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
09/02/2003 - Present
MML Investors Services, LLC (AMHERST NY)
NY
11/29/2000 - 08/20/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
05/22/1997 - 11/02/2000
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
BC
Issued 05/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Birdd is the right advisor for you? Invested Better is here to help.
