Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard White is a financial professional with over 20 years of experience in the industry. Richard is currently registered with Osaic Wealth, Inc. and is licensed to provide a wide range of financial services. Richard has a broad range of experience in the financial services industry and has held various roles at several firms, including Ameriprise Financial Services, LLC, AXA Advisors, LLC, and VALIC Financial Advisors, Inc. Richard holds several industry certifications, including Series 7, Series 24, Series 52, and Series 66. Richard specializes in providing financial planning services to individuals and businesses, portfolio management, and pension consulting. Richard is dedicated to providing personalized financial advice and helping clients 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.
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2
MN
05/17/2024 - Present
Osaic Wealth, Inc. (ST LOUIS PARK MN)
MN
05/25/2010 - 10/11/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
08/14/2007 - 05/18/2010
AXA ADVISORS, LLC (MINNEAPOLIS MN)
MN
11/21/2003 - 08/01/2007
VALIC FINANCIAL ADVISORS, INC. (EDINA MN)
OH
11/25/2002 - 11/13/2003
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
MN
03/04/2003 - 11/07/2003
LARSONALLEN FINANCIAL, LLC (MINNEAPOLIS MN)
CT
10/30/2001 - 11/20/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 04/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2003
Series 4 - Registered Options Principal Examination
BC
Issued 05/25/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/17/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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