Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Mercer Jackson is a financial advisor with over 29 years of experience in the financial services industry. Richard is currently registered with Private Client Services, LLC. Prior to joining Private Client Services, LLC, Richard was employed with Woodbury Financial Services, Inc. and 1717 Capital Management Company. Richard is also a Registered Representative and Investment Advisor Representative. Richard holds the Series 6, SIE and Series 63 licenses. Richard specializes in Financial Planning, Portfolio Management, and Educational Seminars. Richard primarily works with High Net Worth Individuals and Pension And Profit Sharing Plans.
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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KY
04/16/2010 - Present
Private Client Services, LLC (FRANKFORT KY)
KY
08/06/2003 - 04/19/2010
WOODBURY FINANCIAL SERVICES, INC. (FRANKFORT KY)
DE
10/21/1993 - 08/21/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 12/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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