Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Richardson is a financial professional with over 20 years of experience in the industry. Candace is currently registered with Osaic Wealth, Inc. as a Registered Representative. Candace is a Series 7, Series 24, Series 63, Series 82TO and Series 99TO licensed advisor who provides financial planning, portfolio management, and other advisory services to individuals and businesses. Candace has also previously worked with Securities America, Inc., KMS Financial Services, Inc., Robert W. Baird & Co. Incorporated, and McAdams Wright Ragen, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AZ
04/17/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
WA
10/01/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SEATTLE WA)
WA
05/18/2016 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
WA
11/07/2014 - 01/15/2015
ROBERT W. BAIRD & CO. INCORPORATED (Seattle WA)
WA
12/01/1998 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
NY
08/13/1998 - 08/28/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
BC
Issued 12/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 04/17/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Candace Richardson is the right advisor for you? Invested Better is here to help.
