Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Oneal is a financial advisor with over 25 years of experience in the industry. Richard is currently registered with Osaic Wealth, Inc. and holds registrations in several states. Richard's professional experience includes time spent at Securities America, Inc., Sunset Financial Services, Inc., Fifth Third Securities, Inc., Old Kent Financial Advisors, and Hornor, Townsend & Kent, Inc. Richard has a strong background in financial planning, portfolio management, and pension consulting. Richard also offers educational seminars to his clients. Richard's expertise allows him to provide a comprehensive range of services to individuals, businesses, and institutions.
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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MI
09/26/2024 - Present
Osaic Wealth, Inc. (GRAND RAPIDS MI)
MI
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (GRAND RAPIDS MI)
MI
01/09/2004 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
OH
05/02/2001 - 01/13/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MI
02/27/1997 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
PA
09/10/1996 - 02/26/1997
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NJ
07/17/1996 - 09/05/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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