Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Maas is a financial advisor who has been in the industry since 1999. Richard is currently registered with LPL Financial LLC and is active in both Broker-Dealer and Investment Advisor capacities. Richard has a strong background in financial planning, portfolio management, and pension consulting. Richard is committed to providing personalized financial advice to individuals, families, and businesses. Richard has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Richard is a skilled communicator and is committed to building strong relationships with clients. Richard 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.
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.
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2
MI
05/02/2022 - Present
LPL Financial LLC (NOVI MI)
MI
08/08/2001 - 05/06/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Novi MI)
MA
04/20/2001 - 08/08/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
OH
02/13/2000 - 04/23/2001
SKY INVESTMENTS, INC. (BRYAN OH)
NE
05/07/1999 - 02/15/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 07/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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