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 Sheilds is a financial advisor with over 20 years of experience in the industry. Richard is registered with the state of New Jersey and Texas as a Registered Investment Advisor (RIA). Richard is also registered with the state of California, Florida, Georgia, Maryland, Massachusetts, New Jersey, Ohio, Pennsylvania, Texas, Virginia, and Wisconsin as a broker-dealer. Richard is a member of LPL Financial LLC since 2009, but currently works with Private Advisor Group, LLC as their Registered Representative and Registered Investment Advisor. Richard has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Richard specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations.
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.
Solicitation/referral
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/referral fees
1
2
NJ
04/29/2019 - Present
Private Advisor Group, LLC (Mt. Laurel NJ)
NJ
07/21/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (MARLTON NJ)
NJ
03/17/1999 - 07/22/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
IN
02/14/2003 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 06/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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