Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clement? Claim Your ProfileClement Richardson is a financial advisor with over 22 years of experience in the industry. Clement currently works at Osaic Wealth, Inc., where Clement has been registered since November 2023. Previously, Clement worked for FSC Securities Corporation in Walnut Creek, CA. Clement holds Series 66, SIE, and Series 7 licenses. Clement specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, 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.
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
CA
11/03/2023 - Present
Osaic Wealth, Inc. (WALNUT CREEK CA)
CA
08/12/2020 - 11/03/2023
FSC SECURITIES CORPORATION (WALNUT CREEK CA)
CA
11/09/2006 - 08/18/2020
UMPQUA INVESTMENTS, INC. (Napa CA)
CA
11/21/2003 - 11/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA ROSA CA)
NJ
08/16/2001 - 11/26/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
05/25/2001 - 08/08/2001
MARK STEWART SECURITIES, INC. (COSTA MESA CA)
BOTH
Issued 08/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Clement Richardson is the right advisor for you? Invested Better is here to help.
