Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard John Durso is a financial advisor registered with RTD Financial Advisors Inc. in Philadelphia, Pennsylvania. Richard has been in the industry since 1996 and holds Series 7, 9, 10, 63, and 66 licenses. Richard is also a Certified Financial Planner.
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.
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.
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.
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2
PA
03/16/2009 - Present
RTD Financial Advisors Inc. (PHILADELPHIA PA)
NC
10/26/2005 - 03/16/2007
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NE
04/03/2003 - 05/20/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MO
11/21/2002 - 04/02/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
PA
07/20/1998 - 09/16/2002
VANGUARD MARKETING CORPORATION (MALVERN PA)
MN
12/17/1996 - 07/24/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/17/1996 - 07/24/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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