Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Maurer is a financial advisor based in Lakeway, TX, with over 20 years of experience in the financial services industry. Richard is currently registered with Concourse Financial Group Securities, Inc. and has previously worked with firms such as Frost Brokerage Services, Inc., AIG Capital Services, Inc., and Lincoln Financial Distributors, Inc.
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.
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
TX
08/27/2024 - Present
Concourse Financial Group Securities, Inc. (LAKEWAY TX)
TX
04/01/2022 - 06/24/2024
FROST BROKERAGE SERVICES, INC. (AUSTIN TX)
TX
06/29/2018 - 04/08/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (LAKEWAY TX)
NJ
05/07/2015 - 03/12/2018
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
PA
05/06/2008 - 05/05/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
09/28/2005 - 02/21/2008
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NE
02/09/2005 - 08/31/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MA
06/20/2002 - 02/11/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/20/2002 - 02/11/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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