Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lanius is a financial advisor with over 30 years of experience in the industry. Richard currently works at Harbour Investments, Inc., a firm with over $6 billion in assets under management. Richard has a broad range of experience, having worked at several firms throughout his career, including WFG Securities Corporation and Penn Mutual Equity Services, Inc. Richard is licensed to sell securities in eleven states. He holds a Series 6, Series 22, Series 62 and Series 63 license and the SIE exam.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
11/10/1995 - Present
Harbour Investments, Inc. (VERONA WI)
WI
08/20/1986 - 11/03/1995
WFG SECURITIES CORPORATION (MIDDLETON WI)
NY
06/08/1987 - 12/31/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
PA
02/24/1987 - 12/19/1989
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
NA
03/19/1986 - 07/25/1986
SPRING & BOE INVESTMENT CORP.
BC
Issued 03/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/31/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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