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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Richardson is a financial advisor with over 20 years of experience in the industry. Tony is currently registered with Equitable Advisors, LLC in Charlotte, North Carolina and holds several licenses and designations. Tony's previous experience includes time with CSFBDIRECT, INC. in Jersey City, New Jersey and American Express Financial Advisors Inc. in Minneapolis, Minnesota. Tony offers a variety of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting.
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
NC
02/10/2015 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NJ
07/23/1999 - 03/15/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
MN
02/17/1999 - 05/10/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/17/1999 - 05/10/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2020
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/28/2020
Series 4 - Registered Options Principal Examination
BC
Issued 04/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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