Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Robert Rush is an investment advisor representative with Newedge Advisors. Richard has been in the industry for over 30 years, starting his career at E.F. Hutton & Company Inc in 1986. Richard has worked for numerous firms and has a broad range of experience in the financial services industry. Richard holds the Series 3, 7, 63, and 66 securities licenses. Richard has also held a Series 65 license, however, it is no longer active. Richard holds a variety of specialized designations. Richard specializes in Retirement planning, Asset Allocation, Estate planning, Portfolio Management, and College planning.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
01/21/2022 - Present
Newedge Advisors (Novi MI)
MI
06/01/2017 - 01/26/2022
PRIVATE CLIENT SERVICES, LLC (Northville MI)
MI
06/03/2015 - 06/06/2017
INVEST FINANCIAL CORPORATION (NORTHVILLE MI)
MI
06/05/2013 - 02/10/2015
CAPFINANCIAL SECURITIES, LLC. (CLARKSTON MI)
MI
03/27/2013 - 05/16/2013
OPPENHEIMER & CO. INC. (ANN ARBOR MI)
MI
11/20/2012 - 01/31/2013
CIG SECURITIES (SOUTHFIELD MI)
MI
07/10/2012 - 09/18/2012
WELLS FARGO ADVISORS, LLC (FARMINGTON HILLS MI)
MI
07/23/2007 - 04/10/2008
CITIGROUP GLOBAL MARKETS INC. (ANN ARBOR MI)
IL
07/01/2004 - 05/30/2006
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
TN
06/04/1999 - 10/31/2002
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
NY
02/24/1989 - 01/24/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
02/15/1988 - 03/16/1989
SHEARSON LEHMAN HUTTON INC.
NA
06/24/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 08/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
Not sure Richard Rush is the right advisor for you? Invested Better is here to help.
