Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Stevenson is a financial advisor with over 30 years of experience in the financial services industry. Richard is a registered representative of Janney Montgomery Scott LLC and offers a variety of financial services, including financial planning, portfolio management, and retirement planning.
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.
Fee plus commission
1
2
PA
01/23/2008 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
MO
10/01/2000 - 08/20/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
06/09/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MD
10/11/1996 - 03/16/1999
THE ADVISORS GROUP, INC. (BETHESDA MD)
IL
05/24/1995 - 08/30/1995
LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)
NJ
06/09/1992 - 03/03/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
02/25/1982 - 03/25/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/25/1982 - 03/25/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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