Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Dean Shupick is a financial advisor registered with Oneamerica Securities, Inc. Richard has been in the financial services industry for over 20 years and has experience working with a variety of clients, including individuals, high-net-worth individuals, and businesses. Richard offers a range of financial services, including financial planning, portfolio management, and pension consulting. Richard is also a licensed insurance agent and can provide advice on a variety of insurance products.
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.
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2
IN
10/04/2017 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
MI
02/10/2011 - 07/06/2017
WADDELL & REED (GRAND RAPIDS MI)
MI
03/10/2008 - 01/31/2011
ESSEX NATIONAL SECURITIES, INC. (TROY MI)
MI
12/07/2006 - 03/10/2008
IFMG SECURITIES, INC. (GRAND LEDGE MI)
MI
12/15/2004 - 08/01/2006
FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)
NY
01/09/2004 - 12/17/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
IL
10/22/2002 - 11/11/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
10/15/1999 - 10/30/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 08/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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