Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Schlesinger is a financial professional with over 20 years of experience in the financial services industry. Richard is a registered representative with Planmember Securities Corp. and holds Series 7, Series 63 and SIE licenses. Richard is also a Certified Financial Planner. Richard has been affiliated with Planmember Securities Corp. since February 2005. Richard provides financial planning and investment advisory services to individuals, corporations and trusts. Richard is also a registered representative with Planmember Securities Corp. and provides investment supervisory services to Planmember Securities Corp.
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.
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2
IL
12/03/2020 - Present
Planmember Securities Corp. (AURORA IL)
IL
11/07/2000 - 02/01/2005
PMG SECURITIES CORPORATION (ELGIN IL)
BC
Issued 11/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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