Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Dunn is a financial advisor who has been in the industry since 2008. Richard is currently registered with PFS Investments Inc. and has been with the firm since 2017. Prior to that, Richard was also registered with PFS Investments Inc. from 2013 to 2015 and from 2006 to 2012. Richard is licensed to provide investment advice and products in the state of Louisiana. Richard holds the Series 6 and SIE licenses. Richard specializes in Investment Company Products/Variable Contracts.
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.
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.
A percentage of the total value of assets under management is charged.
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LA
12/21/2017 - Present
PFS Investments Inc. (WINNSBORO LA)
LA
01/30/2013 - 12/31/2015
PFS INVESTMENTS INC. (WINNSBORO LA)
LA
10/23/2006 - 12/31/2012
PFS INVESTMENTS INC. (WINNSBORO LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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