Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard William Rubeo is a financial advisor with Thrivent Investment Management Inc., registered with the state of Oklahoma. Richard has been working in the financial industry since July 2002. Richard holds Series 6, 7, 63 and 65 licenses and is registered with FINRA. Richard’s firm offers investment advisory services, including financial planning and portfolio management for individuals.
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.
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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2
OK
10/15/2013 - Present
Thrivent Investment Management Inc. (Grove OK)
IA
Issued 03/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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