Unclaimed
Richard Paul Probst is a financial advisor in NORTHVILLE, MI and has over 40 years of experience in the financial industry. Richard Probst is a Registered Representative of LPL Financial LLC and is also an Investment Advisor Representative of Fountainhead Financial Management, Inc.. Richard Paul Probst provides financial planning services to individuals, corporations and other businesses and charitable organizations. He also has experience in portfolio management and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MI
07/02/2010 - Present
LPL Financial LLC (NORTHVILLE MI)
NY
08/07/1984 - 09/05/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
05/24/1984 - 08/30/1984
PAINEWEBBER INCORPORATED
NA
02/23/1981 - 06/04/1984
MANLEY, BENNETT, MCDONALD & CO
BC
Issued 01/15/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1985
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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