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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Edwin Lenhardt is a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC in Bogart, GA. Richard has been in the industry since May 17, 1997 and has a Series 6, Series 63, Series 65, and SIE license. Richard's current registrations include Georgia for both Broker-Dealer and Investment Advisor, South Carolina and Utah for Broker-Dealer, and Connecticut for Broker-Dealer. Richard is also a Registered Representative with MML Investors Services, LLC, and has previous registrations with OneAmerica Securities, Inc. and American United Life Insurance Company. Richard specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and asset allocation programs.
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
GA
05/16/2013 - Present
MML Investors Services, LLC (BOGART GA)
GA
01/05/2012 - 05/25/2012
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
07/22/2002 - 10/14/2011
MML INVESTORS SERVICES, LLC (ATLANTA GA)
IN
12/22/1999 - 07/30/2002
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
09/19/1996 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
09/19/1996 - 12/31/1997
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
IA
Issued 02/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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