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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Myer is an investment advisor representative with Redwood Private Wealth in Phoenix, Arizona. Richard has been in the financial services industry since January 2016. Richard is also an independent insurance producer. Richard has held previous positions with Peak Brokerage Services, LLC and GWN Securities, Inc. Richard has passed the Uniform Investment Adviser Law Examination (Series 65), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials Examination (SIE). Richard specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Richard's current firm, Redwood Private Wealth, is a Registered Investment Advisor with offices in Phoenix, Arizona and Boca Raton, Florida. Redwood Private Wealth offers a variety of services to individual and business clients, including financial planning, portfolio management, and investment advisory services.
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.
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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2
AZ
12/10/2021 - Present
Redwood Private Wealth (PHOENIX AZ)
FL
08/12/2019 - 07/30/2021
PEAK BROKERAGE SERVICES, LLC (JUPITER FL)
FL
03/11/2019 - 08/02/2019
GWN SECURITIES INC. (WESTON FL)
IA
Issued 03/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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