Unclaimed
Richard Lenart is a financial advisor in Fort Worth, Texas with over 25 years of experience in the securities industry. Richard is registered with Quasar Distributors, LLC, a firm based in Fort Worth, Texas. Richard has been with Quasar Distributors, LLC since 2007. Previously, Richard worked for Woodbury Financial Services, Inc., 1st Global Capital Corp., National Discount Brokers and Principal Financial Securities, Inc.. Richard holds the Series 6, 7, 24 and 63 licenses, as well as the SIE. Richard's experience and qualifications can help individuals reach their financial goals.
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.
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.
1
2
TX
03/13/2007 - Present
Quasar Distributors, LLC (Fort Worth TX)
MN
06/29/2004 - 08/26/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
TX
03/17/1997 - 07/31/2002
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NE
06/25/1996 - 03/17/1997
NATIONAL DISCOUNT BROKERS (OMAHA NE)
TX
07/19/1995 - 02/05/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
RI
08/05/1993 - 09/26/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 10/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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