Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Patrick Richardson is a financial professional with over 30 years of experience in the financial industry. He is currently registered with Kestra Investment Services, LLC and holds Series 6 and Series 63 securities licenses. William has a proven track record of success in providing investment advice and financial planning services to clients. His past experience includes working with MML Investors Services, Inc. and G.R. Phelps & Co., Inc. William is dedicated to helping clients achieve their financial goals.
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.
1
2
TX
09/13/2002 - Present
Kestra Investment Services, LLC (FORT WORTH TX)
MA
03/01/1996 - 09/06/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
04/15/1993 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 05/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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