Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Michaella Richardson is a registered representative with Osaic Wealth, Inc., a financial firm with offices in Vernon, CT and FT. Lauderdale, FL. Emily is also a registered representative with Lincoln Financial Distributors in Hartford, CT and previously worked at Lincoln Financial Advisors in Philadelphia, PA. Emily has been in the industry since 2005 and holds the Series 66, Series 24 and Series 7 licenses. Emily specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Emily's experience allows her to help clients achieve their financial goals. Emily is also the Director of Special Projects on the Women in Insurance and Financial Services (WIFS) National Board.
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.
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2
CT
02/05/2025 - Present
Osaic Wealth, Inc. (Vernon CT)
PA
05/04/2022 - 05/08/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (RADNOR PA)
PA
12/11/2007 - 05/08/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (RADNOR PA)
VA
12/20/2005 - 09/10/2007
AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
BOTH
Issued 12/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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