Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Glucksman is a financial advisor at Osaic Wealth, Inc. Richard has been in the financial services industry since 1989. Richard has experience providing a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals. Richard is registered with FINRA and the state of Washington. Richard holds licenses Series 6, 7, 26 and SIE.
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
WA
06/14/2024 - Present
Osaic Wealth, Inc. (Bellevue WA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Bellevue WA)
WA
01/16/2015 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Bellevue WA)
WA
02/26/2013 - 01/16/2015
SIGNATOR FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
03/05/2007 - 01/23/2012
PACIFIC WEST SECURITIES, INC. (SEATTLE WA)
WA
12/05/2006 - 01/30/2007
FARMERS FINANCIAL SOLUTIONS, LLC (MERCER ISLAND WA)
WA
03/31/2006 - 12/01/2006
PACIFIC WEST SECURITIES, INC. (SEATTLE WA)
CO
02/16/2005 - 04/18/2005
ALPS DISTRIBUTORS, INC. (DENVER CO)
CA
12/02/2003 - 06/10/2004
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
MA
09/01/1987 - 10/16/2003
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
NM
04/28/1999 - 12/31/2001
TALBOT FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
NA
11/14/1986 - 09/30/1987
SAFECO SECURITIES, INC.
BC
Issued 12/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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