Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Wells has been a financial advisor for over 24 years. Richard is currently registered with Guidestone Financial Services and has been with them since December 2012. Before joining Guidestone Financial Services, Richard was with PFPC Distributors, INC. from 2001 to 2005 and NYLIFE SECURITIES INC. from 1987 to 1996. Richard is licensed in Alabama, Arkansas, Illinois, Kentucky, Mississippi, Missouri, Tennessee, Texas and Virginia. Richard is also a Series 6, 22, 26, 63, and SIE licensed professional. Richard is well equipped to help with your financial needs.
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.
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.
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TX
12/03/2012 - Present
Guidestone Financial Services (DALLAS TX)
ME
03/27/2001 - 08/31/2005
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
NY
09/18/1987 - 11/25/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 12/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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