Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Trevor Myers is a financial professional registered with Oneamerica Securities, Inc. Richard has a Series 6, Series 7, and Series 63 license. Richard has been in the financial industry since 2012. Richard has previous experience working with Paychex Securities Corporation and John Hancock Distributors LLC. Richard has a broad experience in the financial services industry and is knowledgeable about several financial products and services.
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.
A percentage of the total value of assets under management is charged.
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2
IN
08/19/2015 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
FL
12/19/2014 - 07/09/2015
PAYCHEX SECURITIES CORPORATION (Miramar FL)
GA
11/29/2011 - 12/01/2014
JOHN HANCOCK DISTRIBUTORS LLC (ATLANTA GA)
BC
Issued 12/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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