Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Lee Fleener is a financial advisor with over 17 years of experience in the industry. Rick is currently registered with FBL Marketing Services, LLC in West Des Moines, Iowa. Rick has Series 6, 26, and 63 licenses as well as the SIE designation. Rick holds a state registration in Iowa. Previously Rick worked at Broker Dealer Financial Services Corp. in Winterset, Iowa and Equitrust Marketing Services, LLC in Ankeny, Iowa.
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.
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IA
09/12/2018 - Present
FBL Marketing Services, LLC (WEST DES MOINES IA)
IA
09/16/2010 - 12/31/2011
BROKER DEALER FINANCIAL SERVICES CORP. (WINTERSET IA)
IA
08/02/1996 - 07/30/2010
EQUITRUST MARKETING SERVICES, LLC (ANKENY IA)
BC
Issued 10/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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