Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Inez? Claim Your ProfileInez Lipman-richardson is a financial advisor with Osaic Wealth, Inc. located in Baltimore, Maryland. Inez has been in the financial services industry since 1992, and has a long history of working with individuals and families to achieve their financial goals. Inez specializes in providing financial planning and investment management services, and is committed to helping her clients achieve their financial goals.
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
MD
08/23/2024 - Present
Osaic Wealth, Inc. (BALTIMORE MD)
MD
01/10/2001 - 08/23/2024
TRIAD ADVISORS LLC (BALTIMORE MD)
FL
06/22/1999 - 01/16/2001
INVESTACORP, INC. (MIAMI FL)
NY
06/05/1995 - 05/20/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
MD
07/22/1992 - 06/06/1995
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 07/24/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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