Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Grace is an investment advisor representative with Osaic Wealth, Inc. Richard has been in the securities industry since 1994 and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Richard is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, 63, and 66 licenses. Richard is committed to providing financial advice and guidance to help 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.
1
2
MD
01/24/2025 - Present
Osaic Wealth, Inc. (HUNT VALLEY MD)
MD
08/08/2001 - 04/20/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (LUTHERVILLE MD)
MD
12/23/1999 - 06/09/2000
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
09/14/1994 - 01/17/1997
NATIONSSECURITIES
BOTH
Issued 09/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Grace is the right advisor for you? Invested Better is here to help.
