Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Paul Jenkins is an experienced financial advisor with over 25 years of experience in the industry. Richard has held several positions in the financial services industry, including positions at CADARET, GRANT & CO., INC., COMMONWEALTH FINANCIAL NETWORK, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Richard is currently registered with Avantax Advisory Services in the state of New York and is also licensed to sell insurance products. Richard is a Certified Financial Planner™ and offers a wide range of financial planning services to individuals and families, including retirement planning, investment management, estate planning, and tax planning. Richard is committed to helping his clients achieve their financial goals and is dedicated to providing them with the highest level of service.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
09/12/2024 - Present
Avantax Advisory Services (DALLAS TX)
NY
06/12/2006 - 08/25/2015
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
04/19/2005 - 06/13/2006
COMMONWEALTH FINANCIAL NETWORK (SYRACUSE NY)
MN
01/22/1998 - 04/21/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/22/1998 - 04/21/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/20/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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