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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 Maxwell Curry is a financial advisor with over 20 years of experience in the industry. Richard is currently registered with Fidelity Personal and Workplace Advisors and has been with the firm since July 2018. Prior to that, Richard was with TD Ameritrade, Inc., Fidelity Brokerage Services LLC and McDonald Investments Inc. Richard has a wide range of experience in providing financial advice to individuals, families, businesses, and institutions. Richard is a licensed investment advisor and has passed the Series 63, 66, 7, 9 and SIE exams. Richard is a licensed investment advisor in all 50 states. Richard has a strong commitment to providing clients with personalized and comprehensive financial planning 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.
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.
1
2
OR
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PORTLAND OR)
CA
06/18/2010 - 11/17/2010
TD AMERITRADE, INC. (SAN RAFAEL CA)
CA
04/11/2000 - 08/05/2009
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
OH
09/24/1998 - 03/21/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 04/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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