Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Havard is an investment advisor representative at Cyndeo Wealth Partners. Richard has over 20 years of experience in the financial services industry. Richard holds Series 63 and Series 65 licenses, as well as Series 7 and SIE. Richard's past experience includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Quick & Reilly, Inc., and Securian Financial Services, Inc. Richard has been registered with the state of Georgia as an investment advisor representative since December 2022, and in Texas since December 2022. Richard focuses on providing financial planning, advisory consulting/family office and wealth planning services. Richard's firm specializes in working with high-net-worth individuals and families, charitable organizations, and corporations or other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting/family office and wealth planning 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
FL
12/16/2022 - Present
Cyndeo Wealth Partners (ST. PETERSBURG FL)
GA
10/23/2009 - 12/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DUNWOODY GA)
NY
04/01/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MN
09/02/1997 - 04/04/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 08/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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