Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard McMahon is a financial advisor registered with Ameriprise Financial Services, LLC. Richard has been in the financial services industry since 1984. Richard is registered in 21 states including Connecticut, Texas, Florida, New York and California. Richard is also an Investment Advisor Representative and holds a Series 6, 7, 22, 24, 63 and 65 license. Richard has also earned the Certified Financial Planner and Chartered Financial Consultant designation.
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.
Asset allocation services
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
CT
05/03/2016 - Present
Ameriprise Financial Services, LLC (HARTFORD CT)
CT
03/13/2003 - 04/06/2015
SECURITIES AMERICA, INC. (GLASTONBURY CT)
MA
07/16/1984 - 04/14/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 09/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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