Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Marlin is a financial advisor at Edward Jones. Richard has been in the securities industry since October 22, 1983 and is currently registered with Edward Jones in New York and Texas. Richard has experience working with individuals, businesses, trusts, and retirement plans. Richard is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
NY
03/21/2024 - Present
Edward Jones (WEBSTER NY)
VA
02/04/1991 - 06/10/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
07/24/1989 - 01/18/1991
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
04/03/1985 - 07/27/1989
GLOBAL INVESTOR SECURITIES, INC.
NA
04/18/1984 - 04/08/1985
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/07/1983 - 12/03/1984
MONY SECURITIES CORP.
BC
Issued 01/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Richard Marlin is the right advisor for you? Invested Better is here to help.
