Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Salinas is a financial advisor with Avantax Advisory Services. Richard has been in the financial industry since June 14, 2012. Richard works with individuals, businesses, and pension and profit-sharing plans. Richard is registered with the state of Texas and provides financial planning and investment advice through the Avantax platform.
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
09/01/2021 - Present
Avantax Advisory Services (EdinBurg TX)
TX
08/16/2021 - 09/08/2021
PNC INVESTMENTS (RAYMONDVILLE TX)
TX
02/10/2015 - 08/16/2021
BBVA SECURITIES INC. (HARLINGEN TX)
TX
10/01/2012 - 01/08/2015
J.P. MORGAN SECURITIES LLC (MCALLEN TX)
TX
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MCALLEN TX)
IA
Issued 12/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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