Unclaimed
Richard Dolson is an Investment Advisor Representative at Nisa Investment Advisors, LLC. Richard has been with Nisa Investment Advisors, LLC since May 1999. Richard has a Series 63 license and is registered in Missouri. Richard is a Chartered Financial Analyst. Richard specializes in providing investment advisory services to individuals, businesses, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Other appropriate measure of program size
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2
MO
09/13/2013 - Present
Nisa Investment Advisors, LLC (ST. LOUIS MO)
BC
Issued 10/14/2005
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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