Unclaimed
Richard Ingber is an Investment Advisor Representative at Bankers Life Advisory Services, Inc.. Richard is licensed to provide investment advice in Michigan and Indiana. Richard has been in the financial services industry since January 19, 2006 and has experience in both insurance and securities. Richard is a licensed insurance agent for Bankers Life and Casualty Company and provides life and health insurance products to retail clients, primarily the senior market. Richard also owns a real estate company, RJ Shire, LLC, which owns and manages residential rental properties. Richard is committed to providing his clients with personalized financial advice and strategies 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
06/14/2017 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
MI
10/21/2014 - 05/26/2016
PROEQUITIES, INC. (KALAMAZOO MI)
GA
04/02/1996 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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