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 Twist is a financial advisor who has been in the industry since 1984. Richard is currently registered with PNC Investments and has been with the firm since 2004. Richard specializes in providing portfolio management for individuals and businesses. Richard is also registered with the state of Pennsylvania and New Jersey, as well as several other states. Prior to working with PNC Investments, Richard held positions with J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, PAINEWEBBER INCORPORATED, WESTFIELD FINANCIAL CORPORATION, HIBBARD BROWN & CO., INC., SHERWOOD CAPITAL, INC., and FIRST JERSEY SECURITIES, INC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/01/2004 - Present
PNC Investments (PHILADELPHIA PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
11/04/1996 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NJ
08/12/1994 - 10/14/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/05/1994 - 09/09/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
NY
05/24/1988 - 08/26/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
02/02/1987 - 05/31/1988
SHERWOOD CAPITAL, INC.
NA
12/21/1983 - 02/02/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 06/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Twist is the right advisor for you? Invested Better is here to help.
