Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Franklin Keel is an active investment advisor representative at Osaic Wealth, Inc., located in Tulsa, Oklahoma. Richard has been in the financial services industry since March 26, 2013. Richard's previous employment experience includes positions at Woodbury Financial Services, Inc. and Edward Jones. Richard holds the Series 7, Series 66, and SIE securities licenses and specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Richard has experience working with a wide range of clients including high-net-worth individuals, individuals, pension and profit-sharing plans, corporations and other businesses, charitable organizations, banking or thrift institutions, state or municipal government entities, and pooled investment vehicles.
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
OK
01/19/2024 - Present
Osaic Wealth, Inc. (TULSA OK)
OK
07/01/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TULSA OK)
OK
03/27/2013 - 07/08/2022
EDWARD JONES (BIXBY OK)
BOTH
Issued 05/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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