Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Steury is a financial advisor with Janney Montgomery Scott LLC. Richard has been in the industry since 2001 and has a strong track record of success. Richard holds a Series 7, Series 10, Series 9, Series 63 and Series 65 license. Richard is a highly experienced and qualified financial advisor who can provide a wide range of financial services to individuals, families, and businesses. Richard is committed to providing personalized financial advice and working with each client to develop a plan that meets their individual needs and 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.
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.
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.
Fee plus commission
1
2
OH
11/29/2018 - Present
Janney Montgomery Scott LLC (MANSFIELD OH)
OH
07/12/2002 - 01/22/2007
MCDONALD INVESTMENTS INC. (MANSFIELD OH)
MO
03/19/2001 - 08/01/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 10/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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