Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Anthony Alter is a financial advisor at Osaic Wealth, Inc. Richard has been in the financial services industry since 1990, and has experience with a range of financial products and services. Richard holds the Series 7, Series 24 and Series 63 licenses. Richard has experience with Securities America, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Richard has extensive experience with helping individuals, families and businesses with their financial planning needs. Richard is registered in Alabama, Florida, Georgia, Indiana, Kentucky, Michigan, Missouri, New York, North Carolina, Pennsylvania, South Carolina, South Dakota, Tennessee and Texas.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (BOCA RATON FL)
FL
03/09/2000 - 06/14/2024
SECURITIES AMERICA, INC. (BOCA RATON FL)
IN
04/24/1990 - 03/14/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/24/1990 - 03/14/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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