Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bernard Rush is a financial advisor with over 24 years of experience in the financial services industry. Richard is currently registered with Planmember Securities Corp. and has been with the firm since April 2008. Richard has a wide range of experience in the industry, having previously worked with Lincoln Investment Planning, Inc. and MetLife Securities Inc. Richard holds Series 6, 7, 24, 26, 63, and 65 licenses and is registered in several states including Florida, Georgia, Louisiana, Maryland, Connecticut, and New York. Richard's main office is in Oviedo, Florida.
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.
Provides investment supervisory 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.
1
2
FL
05/21/2009 - Present
Planmember Securities Corp. (OVIEDO FL)
GA
07/20/2006 - 03/25/2008
LINCOLN INVESTMENT PLANNING, INC. (ATLANTA GA)
TN
11/28/2005 - 07/13/2006
METLIFE SECURITIES INC. (NASHVILLE TN)
TN
11/28/2005 - 07/13/2006
METROPOLITAN LIFE INSURANCE COMPANY (NASHVILLE TN)
NJ
06/06/1994 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 03/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/27/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Rush is the right advisor for you? Invested Better is here to help.
