Unclaimed
Richard Doxtader is a financial professional with over 24 years of experience in the industry. He is currently registered with Lifemark Securities Corp., a firm with a strong reputation in the financial services industry. Richard has a broad range of experience, having held previous roles with Foresters Equity Services, Inc. He has a strong understanding of the investment landscape and is dedicated to helping clients 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.
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.
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
MI
11/08/2018 - Present
Lifemark Securities Corp. (Livonia MI)
MI
06/20/1994 - 11/08/2018
FORESTERS EQUITY SERVICES, INC. (LIVONIA MI)
BC
Issued 06/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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