Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Detillio is a financial advisor with over 20 years of experience in the industry. Richard is currently registered with Osaic Wealth, Inc. and has previously held positions with Woodbury Financial Services, Inc., Cetera Advisor Networks LLC, Walnut Street Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and National Planning Corporation. Richard specializes in working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. He provides a variety of financial planning services, including portfolio management, pension consulting, and educational seminars. Richard is committed to providing his clients with personalized financial advice and guidance.
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
OH
01/19/2024 - Present
Osaic Wealth, Inc. (COLUMBUS OH)
OH
11/15/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COLUMBUS OH)
OH
09/03/2013 - 11/17/2022
CETERA ADVISOR NETWORKS LLC (COLUMBUS OH)
OH
11/07/2012 - 09/03/2013
WALNUT STREET SECURITIES, INC. (WESTERVILLE OH)
OH
11/18/2005 - 11/12/2012
WOODBURY FINANCIAL SERVICES, INC. (WESTERVILLE OH)
IN
01/14/2002 - 11/23/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/14/2002 - 11/23/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
01/07/2000 - 12/10/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 09/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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