Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Vining is a financial advisor with over 30 years of experience in the industry. Richard is currently registered with Commonwealth Financial Network and V Financial Advisors, LLC. Richard has a strong background in financial planning, portfolio management and investment advisory services. Richard specializes in working with high-net-worth individuals, corporations, and charitable organizations. Richard also offers services like fixed insurance sales and tax preparation.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
02/02/2024 - Present
Commonwealth Financial Network (EAST LANSING MI)
MI
09/25/2013 - 11/07/2017
SWBC INVESTMENT SERVICES, LLC (LANSING MI)
MI
09/26/2008 - 11/02/2009
MUTUAL SERVICE CORPORATION (OKEMOS MI)
MI
07/26/1999 - 12/31/2006
MUTUAL SERVICE CORPORATION (OKEMOS MI)
FL
09/22/1994 - 07/26/1999
INVESTACORP, INC. (MIAMI FL)
MI
07/31/1990 - 10/07/1994
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
PA
10/11/1989 - 07/23/1990
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NA
08/23/1985 - 12/12/1988
PW SECURITIES, INC.
BC
Issued 01/27/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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