Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kiesel has been a financial professional since 2002 and has experience in the securities industry. Richard is a registered representative and investment advisor representative. Richard is currently with Osaic Wealth, Inc. and has been with the firm since 2024. Previously, he was with Securities America, Inc. Richard also previously worked at NFP Securities, Inc., Commonwealth Financial Network, and Morgan Stanley DW Inc. Richard specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Richard is dedicated to providing his clients with the best possible financial advice and service.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (CORAL SPRINGS FL)
FL
03/26/2009 - 06/14/2024
SECURITIES AMERICA, INC. (CORAL SPRINGS FL)
FL
09/19/2005 - 04/03/2009
NFP SECURITIES, INC. (CORAL SPRINGS FL)
MA
09/02/2003 - 09/20/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
07/31/2002 - 06/03/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 9/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/30/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 7/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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