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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 Hamlin is an investment advisor representative who has been in the industry since 1990. Richard Hamlin is currently registered with SPC. Richard Hamlin is also registered in California and Michigan as an investment advisor representative. Previously, Richard Hamlin was with The O.N. Equity Sales Company and Walnut Street Securities, Inc.. Richard Hamlin has passed the Series 6, Series 63, and Series 65 exams. Richard Hamlin is a registered representative of SPC and is also an investment advisor representative. Richard Hamlin's specializations include financial planning, portfolio management, and pension consulting.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
02/12/2015 - Present
SPC (SOUTH LYON MI)
MI
02/19/2004 - 02/12/2015
THE O.N. EQUITY SALES COMPANY (FARMINGTON HILLS MI)
CA
08/20/1990 - 02/25/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 05/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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