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 Osman is a financial advisor with over 30 years of experience in the financial services industry. Richard has a strong background in providing financial planning and investment management services to individuals and families. Richard is also a Certified Financial Planner™ and Chartered Financial Consultant. Currently, Richard is registered as a representative with Integrated Wealth Concepts LLC. Richard also provides investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm.
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.
Helps you choose top advisors aligned with your financial goals.
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
MD
06/17/2022 - Present
Integrated Wealth Concepts LLC (Severna Park MD)
MD
06/23/2009 - 10/28/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (SEVERNA PARK MD)
MD
09/16/1993 - 06/16/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SEVERNA PARK MD)
MN
09/14/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
02/03/1992 - 08/25/1993
F.N. WOLF & CO., INC.
IA
Issued 09/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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