Unclaimed
Richard Russell is a financial advisor with over 25 years of experience in the financial services industry. Richard is currently registered with Oneamerica Securities, Inc. in Michigan. Richard's previous experience includes roles with ProEquities, Inc. and American United Life Insurance Company. Richard has a strong background in insurance sales, financial planning, and investment management. Richard's experience and expertise allow him to provide comprehensive financial planning services to individuals, families, and businesses. Richard is committed to providing personalized financial advice that meets each client's unique needs.
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.
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.
1
2
IN
03/22/2021 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
MI
06/06/2017 - 04/08/2019
PROEQUITIES, INC. (FARMINGTON HILLS MI)
MI
12/17/2001 - 03/24/2017
ONEAMERICA SECURITIES, INC. (FARMINGTON HILLS MI)
IN
01/28/1994 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
MI
05/12/1997 - 04/13/2000
NORTHSTAR PLAN SERVICES, INC. (SOUTHFIELD MI)
IN
01/28/1994 - 03/21/1996
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
BC
Issued 09/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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