Richard Anthony Schega

Current Employers

Employment History

• 01/2014 → 03/2017
  Metlife Securities
  Metairie, LA
• 03/2017 → Present
  Mml Investors Services, Llc
  Metairie, LA
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  Metairie, LA

Previous Registrations

• 2014-09-03 → 2017-03-25
  Msi Financial Services, Inc.
  Metairie, LA
• 2009-11-16 → 2014-01-21
  Usaa Financial Planning Services
  San Antonio, TX
  Highland Falls, NY
• 2008-06-19 → 2009-10-26
  Wells Fargo Advisors Financial Network, Llc
  Baton Rouge, LA
• 2007-01-16 → 2008-06-20
  Edward Jones
  St Francisville, LA

Other Businesses

(1) NAME: MAGNOLIA WEALTH STRATEGIES, LLC INV REL: Y ADDR: 3838 N CAUSEWAY BLVD SUITE 3400 METIAIRE LA 70002 NATURE: NONMMLIA INSURANCE BROKERAGE: INDIVIDUAL LIFE POSITION: SALES START: 05/15/2019 NO HRS/MO: 8 NO HRS/MO DUR TRADING: 8. (2) NAME: RICH SCHEGA INV REL: N ADDR: THE UNITED MSD FOUNDATION 2112 BIENVILLE BLVD SUITE B2 OCEAN SPRINGS MS 39564 NATURE: VICE PRESIDENT POSITION: VICE PRESIDENT START: 01/17/2020 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2. (3) NAME: THE GARDENS/DECATUR INV REL: Y ADD: 233 WHITETAIL DR, ASBURY, IOWA 52002 NATURE: REALTOR/REAL ESTATE POSITION: 50% OWNER START DATE: 1 FEB 2021 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 0. (4) NAME: WEST POINT CLASS OF 1999 FUND (CLASS OF '99 FUND) INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: NONPROFIT ORGANIZATION POSITION: BOARD MEMBER START: 08/01/2021 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 DUTIES: RUN AND SET BYLAWS FOR THIS ORGANIZATION. (5) NAME: RICHARD SCHEGA INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: RENTAL INCOME POSITION: SELF EMPLOYED/OWNER START: 08/01/2021 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DUTIES: RENTAL REAL ESTATE. (6) NAME: MAGNOLIA AVIATION LLC INV REL: Y ADDR: 549 LAKE VALLEY DRIVE, STARKVILLE, MS 39759 NATURE: PERSONAL AIRPLANE RENTAL POSITION: MEMBER START: 04/01/2022 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 (7) NAME: RICHARD SCHEGA INV REL: Y ADDR: 3838 N CAUSEWAY BLVD SUITE 3400 METIAIRE LA 70002 NATURE: VIATICAL/LIFE SETTLEMENTS POSITION: GENERAL AGENT/CEO START: 06/15/2022 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1. (8) NAME: MAGNOLIA HOME AND AUTO LLC INV REL: Y ADD: 3838 N CAUSEWAY BLVD SUITE 3400 METIAIRE LA 70002 NATURE: PROPERTY AND CASUALTY INSURANCE SALES AND SERVICE WITH OUR LICENSED P&C AGENTS. INDEPENDENT AGENCY WITH DIRECT CARRIER APPOINTMENTS POSITION: OWNER START DATE: 07/02/2016 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: OVERSIGHT OF PROPERTY AND CASUALTY INSURANCE SALES AND SERVICE WITH OUR LICENSED P&C AGENTS. INDEPENDENT AGENCY WITH DIRECT CARRIER APPOINTMENTS. ONE OF TWO PRINCIPALS THAT OVERSEE THE OVERALL OPERATIONS. LIMITED PERSONEL SALES ACTIVITY.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-05-12

Designations

Other Names

• Richard Anthony Schega