Unclaimed
Richard McEvoy is a financial advisor who has been in the industry since September 2018. Richard is currently registered with Athene Securities, LLC in West Des Moines, Iowa. He is a Series 7, Series 63 and SIE licensed advisor. Richard previously worked for FORESIDE FUND SERVICES, LLC in New York, New York.
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.
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.
1
2
IA
12/15/2021 - Present
Athene Securities, LLC (WEST DES MOINES IA)
NY
09/24/2018 - 12/14/2021
FORESIDE FUND SERVICES, LLC (New York NY)
BC
Issued 10/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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