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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Selena? Claim Your ProfileSelena Richardson is a financial advisor with LPL Financial LLC in Brandon, MS. Selena has been in the financial services industry since 1997. Selena has experience working with CUNA BROKERAGE SERVICES, INC., KESTRA INVESTMENT SERVICES, LLC, and MML INVESTORS SERVICES, LLC. Selena holds licenses in 53 states and has a strong background in financial planning, portfolio management for businesses and individuals, as well as providing consulting and other non-discretionary advisory 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.
Consulting and other non-discretionary advisory 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.
1
2
MS
05/18/2022 - Present
LPL Financial LLC (Brandon MS)
MS
06/23/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Brandon MS)
TX
05/27/2016 - 06/20/2017
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
MS
04/12/2000 - 02/17/2016
MML INVESTORS SERVICES, LLC (RIDGELAND MS)
MA
08/18/1997 - 12/31/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
05/30/1995 - 08/23/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 05/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2022
Series 4 - Registered Options Principal Examination
BC
Issued 01/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 05/01/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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