Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kirkland McRee is a financial advisor with Edward Jones, a firm with a history of serving individual investors. Richard has been in the financial industry since 1981 and is registered in 17 states, including Mississippi, Texas, and California. Richard holds the Series 7 and Series 66 licenses. While he is a registered representative with Edward Jones, his previous roles have included positions at Wachovia Securities, LLC and A.G. Edwards & Sons, Inc. Richard is a licensed agent and has worked with a wide range of clients, including 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.
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.
See schedule d - miscellaneous
1
2
MS
12/11/2018 - Present
Edward Jones (MADISON MS)
MS
01/01/2008 - 04/17/2009
WACHOVIA SECURITIES, LLC (RIDGELAND MS)
MS
12/11/1981 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RIDGELAND MS)
BOTH
Issued 08/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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