Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake C. Richard is a financial advisor with Osaic Wealth, Inc. Jake has over 7 years of experience in the financial services industry. Jake holds a Series 66, Series 7, and SIE license. Jake has worked with several firms in the past, including Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., BBVA Securities Inc., and Capital One Investing, LLC.
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
LA
01/19/2024 - Present
Osaic Wealth, Inc. (Lafayette LA)
LA
04/22/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Lafayette LA)
LA
10/29/2020 - 04/16/2021
ROYAL ALLIANCE ASSOCIATES, INC. (LAFAYETTE LA)
LA
02/03/2020 - 10/26/2020
WOODBURY FINANCIAL SERVICES, INC. (Lafayette LA)
TX
04/18/2018 - 11/27/2018
BBVA SECURITIES INC. (HOUSTON TX)
LA
12/13/2016 - 04/09/2018
CAPITAL ONE INVESTING, LLC (LAFAYETTE LA)
BOTH
Issued 02/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jake Richard is the right advisor for you? Invested Better is here to help.
