Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Anthony Schega is a financial advisor currently registered with MML Investors Services, LLC. Richard has been in the financial industry since 2004 and has a wide range of experience, including working with individuals, businesses, and institutions. Richard is a Certified Financial Planner and holds licenses in multiple states. Richard is committed to providing his clients with personalized financial advice and guidance to help them 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.
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
LA
05/30/2017 - Present
MML Investors Services, LLC (METAIRIE LA)
LA
01/27/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (METAIRIE LA)
NY
11/16/2009 - 01/21/2014
USAA FINANCIAL ADVISORS, INC. (HIGHLAND FALLS NY)
LA
06/19/2008 - 10/26/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BATON ROUGE LA)
LA
05/11/2004 - 06/20/2008
EDWARD JONES (ST FRANCISVILLE LA)
BC
Issued 05/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/03/2012
Series 24 - General Securities 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 05/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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