Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lipprand is a financial advisor with over 30 years of experience in the industry. Richard is a Certified Financial Planner and a Chartered Financial Consultant. Richard currently works with Western International Securities, Inc. where Richard provides financial planning, pension consulting and portfolio management services to individuals, corporations, and charitable organizations. Richard is registered with the Securities and Exchange Commission and holds Series 6, 7, 26 and 63 licenses.
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.
A percentage of the total value of assets under management is charged.
1
2
NE
10/10/2017 - Present
Western International Securities, Inc. (Elkhorn NE)
NE
04/03/2007 - 08/21/2017
FINANCIAL WEST GROUP (OMAHA NE)
NE
11/11/2003 - 04/04/2007
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
04/04/1985 - 03/01/1999
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 10/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Lipprand is the right advisor for you? Invested Better is here to help.
