Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Edward Levine is a financial advisor with over 40 years of experience in the financial services industry. Richard is currently registered with Osaic Wealth, Inc. in Sarasota, FL. Richard has been a registered representative since 1976. Prior to joining Osaic Wealth, Inc., Richard was with Securities America, Inc. Richard has a wide range of experience in the financial services industry, including investments, financial planning, and retirement planning. Richard is committed to providing his clients with personalized financial advice and helping 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.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (SARASOTA FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SARASOTA FL)
FL
04/05/1988 - 07/17/2020
INVESTACORP, INC. (SARASOTA FL)
NA
01/18/1988 - 04/09/1988
DREHER & ASSOCIATES, INC.
NA
05/08/1987 - 12/31/1987
DREHER & ASSOCIATES, INC.
NA
11/30/1983 - 09/15/1987
WADDELL & REED, INC.
NA
02/17/1987 - 05/12/1987
EQUITY SERVICES, INC.
NA
11/17/1981 - 01/10/1984
SMA EQUITIES, INC.
NA
03/24/1980 - 11/06/1981
EQUITY SERVICES, INC.
NA
10/01/1976 - 04/24/1980
JOHN HANCOCK DISTRIBUTORS, INC.
NA
10/01/1976 - 04/24/1980
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BC
Issued 03/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1993
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/21/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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