Unclaimed
Richard Warner Strong is a financial professional with over 20 years of experience in the industry. Richard is currently registered as an Investment Advisor Representative with Hantz Financial Services, Inc., a firm with a strong presence in the Michigan market. Richard has a broad range of experience in financial planning, portfolio management, and pension consulting. Richard holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam, demonstrating a commitment to continuing education and professional development. Richard is dedicated to providing personalized financial advice to individuals and businesses.
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.
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.
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MI
04/29/2011 - Present
Hantz Financial Services, Inc. (WOODHAVEN MI)
IA
Issued 04/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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