Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard McCallister is a financial advisor with over 30 years of experience in the industry. Richard currently works for Planmember Securities Corp. and is registered as a Registered Representative in 19 states. Richard's experience includes positions at several other firms including Royal Alliance Associates, Inc. and American Express Financial Advisors Inc. Richard holds Series 7 and Series 63 securities licenses as well as the SIE exam.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/31/2001 - Present
Planmember Securities Corp. (Rancho Palos Verdes CA)
AZ
12/16/1993 - 03/10/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
09/08/1993 - 12/17/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/08/1993 - 12/17/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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