Unclaimed
Richard Sturgis Perkins is a financial advisor with B. Riley Wealth Management. Richard has been in the industry since 1984 and has experience in various roles. Richard has a strong track record of helping clients achieve their financial goals.
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.
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.
1
2
MA
07/22/2022 - Present
B. Riley Wealth Management (Boston MA)
MA
03/20/2021 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOSTON MA)
MA
08/31/2001 - 04/13/2021
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
NY
11/11/1988 - 09/10/2001
REYNDERS, GRAY & CO., INCORPORATED (NEW YORK NY)
NA
08/06/1986 - 11/05/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
07/26/1984 - 08/11/1986
L. F. ROTHSCHILD, UNTERBERG, TOWBIN, INC.
BC
Issued 07/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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