Unclaimed
Richert John Hart is a financial advisor registered with Missionsquare Retirement. He is also registered with the states of Illinois, Indiana, Michigan, and Wisconsin. Richert has been in the financial services industry since 2006. He has earned the Certified Financial Planner designation. Before joining Missionsquare Retirement, Richert was previously employed by AUSDAL FINANCIAL PARTNERS, INC., CAPITAL ONE INVESTING, LLC, CAPITAL ONE INVESTMENT SERVICES LLC, and CHEVY CHASE FINANCIAL SERVICES.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
11/28/2024 - Present
Missionsquare Retirement (Glenview IL)
IL
08/31/2020 - 09/26/2022
AUSDAL FINANCIAL PARTNERS, INC. (DEERFIELD IL)
VA
02/20/2014 - 04/09/2019
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
VA
04/26/2010 - 02/05/2014
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
MD
05/13/2005 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
BOTH
Issued 06/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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