Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Louis Klein is a Registered Representative associated with MMA Securities LLC. Richard has been in the securities industry since 1983. Richard has passed the Series 63 and Series 65 exams. Richard has a specialization in 401(k) plans, corporate retirement plans, and institutional and individual retirement planning. Richard's previous employment includes The Horton Group, LPL Financial LLC, Global Retirement Partners LLC, Marsh McLennan Agency, and MMA Securities LLC. Richard is also an employee of Marsh & McLennan Agency LLC, an affiliate of MMA Securities LLC. Richard conducts non-investment related business activities for Marsh & McLennan Agency LLC.
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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
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IL
09/18/2024 - Present
MMA Securities LLC (Schaumburg IL)
Active
Inactive
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