Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Graciano is a financial advisor with Osaic Wealth, Inc., located in IRVINE, CA. Ricardo has been in the financial industry since 1997 and has a broad range of experience, including working with high-net-worth individuals, corporations, and retirement plans. Ricardo offers a variety of services, including financial planning, portfolio management, and educational seminars. Ricardo is licensed to provide investment advice in California, Nevada, and New Mexico.
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
01/24/2025 - Present
Osaic Wealth, Inc. (IRVINE CA)
CA
08/03/2016 - 04/06/2017
SILBER BENNETT FINANCIAL, INC. (ENCINO CA)
CA
08/01/2012 - 07/06/2016
INVEST FINANCIAL CORPORATION (WEST COVINA CA)
CA
08/31/2009 - 07/02/2012
ESSEX NATIONAL SECURITIES, INC. (WEST COVINA CA)
CA
11/27/2007 - 08/21/2009
BANCWEST INVESTMENT SERVICES, INC. (PASADENA CA)
CA
12/04/2006 - 11/27/2007
GWFS EQUITIES, INC. (GLENDALE CA)
CA
03/09/2005 - 11/07/2006
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
06/20/2003 - 02/16/2005
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
IA
07/23/2002 - 06/05/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
01/31/1997 - 07/18/2002
CAL FED INVESTMENTS (SACRAMENTO CA)
WI
11/05/1996 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 10/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ricardo Graciano is the right advisor for you? Invested Better is here to help.
