Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Turner is a financial advisor with over 40 years of experience in the industry. Richard is currently registered with Osaic Wealth, Inc. and has been with them since January 2025. Richard has held several previous positions with firms like The Investment Center, Inc., Signator Investors, Inc., and Washington Square Securities, Inc. Richard is a licensed securities professional with Series 7, Series 24, Series 63 and Series 65 licenses. Richard specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services to a wide range of clients.
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
NY
01/24/2025 - Present
Osaic Wealth, Inc. (ORCHARD PARK NY)
NJ
01/09/2001 - 12/31/2004
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
MA
05/04/1999 - 01/02/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
CT
01/13/1998 - 04/29/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
PA
01/15/1992 - 01/20/1998
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
08/01/1989 - 12/05/1990
PROCORP SECURITIES INCORPORATED (ROCHESTER NY)
NA
07/11/1988 - 07/08/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/22/1987 - 07/19/1988
NORTH AMERICAN INVESTMENT CORP.
NA
04/05/1988 - 07/15/1988
WESTMORELAND CAPITAL CORPORATION
NA
01/09/1986 - 08/05/1987
ADVEST, INC.
NA
11/16/1983 - 01/06/1986
APPLE FINANCIAL CORPORATION
NA
10/31/1983 - 12/31/1984
MARSAN SECURITIES CO., INC.
NA
09/30/1981 - 11/15/1981
THOMSON MCKINNON SECURITIES INC.
NA
05/22/1980 - 08/26/1981
BLINDER, ROBINSON & CO.,INC.
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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