Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Charles Morris is an Investment Advisor Representative associated with Osaic Wealth, Inc. and has been in the industry since April 6, 1998. Richard has a broad range of experience and a deep understanding of the financial markets. Richard is registered with the Securities and Exchange Commission (SEC) and holds Series 6, 7, 24, 63, and 65 licenses. Richard is also a registered representative with FINRA. In addition to his role at Osaic Wealth, Inc., Richard is also a partner in a tax preparation business and an insurance agency. Richard is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NE
05/10/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
01/24/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LINCOLN NE)
NE
09/27/2000 - 02/03/2011
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MO
03/18/1999 - 09/29/2000
EDWARD JONES (ST. LOUIS MO)
IL
04/07/1998 - 04/06/1999
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 07/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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