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 Ondreicka is a financial advisor with over 25 years of experience. Richard has been registered with the Securities and Exchange Commission (SEC) since 1993. Richard currently works for Osaic Wealth, Inc. and is licensed in several states. Richard also has a strong background in insurance. Prior to joining Osaic Wealth, Richard was a financial advisor for Signator Investors, Inc. and also worked for BANC of America Investment Services, Inc. Richard is committed to providing his clients with personalized financial advice and investment management services.
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
04/26/2021 - Present
Osaic Wealth, Inc. (MELVILLE NY)
NY
09/26/2007 - 11/02/2018
SIGNATOR INVESTORS, INC. (MELVILLE NY)
MA
10/20/2004 - 06/04/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SOMERVILLE MA)
NY
08/31/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
04/17/2000 - 09/06/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
MA
04/10/2000 - 04/19/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/21/1993 - 04/03/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/21/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 01/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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