Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Patrick Gill is a financial advisor with Missionsquare Retirement. Richard has been working in the financial industry since 1992 and holds Series 6, 7, 63, 66, and SIE licenses. Richard has a broad experience working with different financial institutions including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Liberty Securities Corporation, ASB Financial Services, Great Western Financial Securities Corporation, and Sun Investment Services Company. Currently, Richard is registered to provide advisory services in California and District of Columbia. Richard is a Certified Financial Planner and offers portfolio management services for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/06/2022 - Present
Missionsquare Retirement (San Mateo CA)
CA
10/02/2000 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PALO ALTO CA)
NY
11/03/1995 - 08/29/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
CA
02/03/1995 - 11/03/1995
ASB FINANCIAL SERVICES (IRVINE CA)
CA
05/10/1993 - 01/31/1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MA
03/27/1992 - 06/07/1993
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
OH
03/01/1991 - 02/03/1992
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
BOTH
Issued 04/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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