Unclaimed
Richard Beleutz is a securities professional with over two decades of experience in the financial services industry. He is currently a Registered Representative with Rainmaker Securities, LLC, where he has been working since February 2015. Before joining Rainmaker Securities, Richard worked for several other firms including First Liberties Financial, Brewer Financial Services, LLC, Uhlmann Price Securities, LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company. Richard has a strong track record of success in helping his clients achieve their financial goals. He holds several industry certifications including Series 7, Series 10, Series 24, Series 3 and Series 63, and has extensive experience in financial planning, investment management, and insurance. Richard is dedicated to providing his clients with personalized service and a commitment to their financial well-being.
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
FL
02/27/2015 - Present
Rainmaker Securities, LLC (CORAL GABLES FL)
TX
01/18/2013 - 12/31/2014
FIRST LIBERTIES FINANCIAL (DALLAS TX)
IL
03/08/2005 - 11/04/2010
BREWER FINANCIAL SERVICES, LLC (CHICAGO IL)
IL
09/10/2004 - 02/24/2005
UHLMANN PRICE SECURITIES, LLC (SKOKIE IL)
MN
09/27/1993 - 01/12/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/27/1993 - 01/12/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 3 - National Commodity Futures Examination
BC
Issued 09/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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