Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Reasoner is a financial advisor at Fidelity Personal And Workplace Advisors. Richard has been in the financial services industry since 2006. Richard has a wide range of experience, having worked at various financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Arkadios Capital. Richard is registered in 52 states and the District of Columbia. Richard holds a Series 7, Series 26, Series 63, and Series 65 licenses. Richard is a member of FINRA and the SIPC.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
04/16/2024 - Present
Fidelity Personal AND Workplace Advisors (SUGAR HILL GA)
GA
04/05/2017 - 12/31/2021
ARKADIOS CAPITAL (Atlanta GA)
GA
10/23/2009 - 04/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
GA
06/30/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BUFORD GA)
GA
04/20/2006 - 07/02/2008
SUNTRUST INVESTMENT SERVICES, INC. (GAINESVILLE GA)
GA
11/18/2004 - 04/01/2006
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
BC
Issued 04/08/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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