Unclaimed
Mark Randell Richards is a financial advisor with over 30 years of experience in the industry. Mark is registered with MML Investors Services, LLC and holds licenses for both Series 6 and 63. Mark has been with MML Investors Services, LLC since 1992 and works out of the Lake Oswego, Oregon office. Mark provides a variety of financial services including financial planning, educational seminars and portfolio management for both individuals and businesses. Mark serves clients of all types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Mark has a special interest in providing financial advice to charitable organizations.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OR
04/08/1992 - Present
MML Investors Services, LLC (LAKE OSWEGO OR)
BC
Issued 03/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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