Unclaimed
Richard Schrage is a financial professional with over 20 years of experience in the industry. Richard is currently registered with The Leaders Group, Inc. and has a Series 7, Series 63, and SIE license. Richard was previously registered with Lincoln Investment, Capital Analysts, Incorporated, and General American Distributors, Inc. Richard is registered in Michigan and has a focus on providing investment advice to clients.
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.
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.
1
2
CO
01/03/2017 - Present
THE Leaders Group, Inc. (LITTLETON CO)
MI
06/01/2012 - 12/31/2016
LINCOLN INVESTMENT (SOUTHFIELD MI)
MI
06/21/2004 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (SOUTHFIELD MI)
NY
10/29/2003 - 06/02/2004
GENERAL AMERICAN DISTRIBUTORS, INC. (NEW YORK CITY NY)
BC
Issued 11/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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