Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Jollon is a financial advisor at Morgan Stanley and has been in the industry since March 26, 2014. Richard is registered in 37 states and the District of Columbia, and has been with Morgan Stanley since January 2014. Richard holds the Series 7, 31 and 66 securities licenses. Richard also has a Series 31 Futures Managed Funds License. In addition to the securities license, Richard is also an Investment Adviser Representative in Texas and Virginia. Richard is a member of the Investment Committee at the Community Foundation for Loudoun and Northern Faquier Counties, which he has served on since August 2017.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VA
04/24/2014 - Present
Morgan Stanley (Leesburg VA)
BOTH
Issued 04/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 03/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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