Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Michael Meahl has been in the financial services industry since April 7, 1989. Richard is currently registered with Oneamerica Securities, Inc. and is licensed in Florida and Mississippi. Richard has previously worked with several other firms including Global Atlantic Distributors, LLC, NFP Securities, Inc., Sun Life Financial Distributors, Inc., Lincoln Financial Distributors, Inc., Planco Financial Services, LLC, Related Equities Corporation, Biltmore Securities, Inc, Continental Securities Group, Inc., Smith Barney, Harris Upham & Co., Incorporated, First Capital Investment Corporation and JMB Securities Corporation. Richard holds Series 6, Series 22, Series 63, and SIE licenses. Richard offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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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2
IN
02/09/2017 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
FL
05/09/2013 - 12/21/2016
GLOBAL ATLANTIC DISTRIBUTORS, LLC (Mount Dora FL)
FL
02/18/2011 - 01/02/2013
NFP SECURITIES, INC. (ORLANDO FL)
MA
02/17/2009 - 12/01/2010
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
PA
02/07/2008 - 02/04/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
03/14/1994 - 01/09/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
NY
08/18/1992 - 03/02/1993
RELATED EQUITIES CORPORATION (NEW YORK NY)
FL
10/25/1991 - 12/31/1991
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
FL
11/14/1986 - 08/01/1989
CONTINENTAL SECURITIES GROUP, INC. (NAPLES FL)
NA
08/14/1986 - 10/17/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
11/20/1984 - 07/16/1986
FIRST CAPITAL INVESTMENT CORPORATION
NA
05/01/1984 - 10/15/1984
JMB SECURITIES CORPORATION
BC
Issued 10/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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