Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Schweihofer is a financial advisor with over 10 years of experience in the industry. Richard currently works at Osaic Wealth, Inc. Osaic Wealth, Inc. is a financial advisory firm that provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Osaic Wealth, Inc. has a total of $94,557,613,744 in assets under management. Richard is registered with the state of Michigan and Florida. Richard also holds Series 6, 7, 26, 63, and 65 licenses.
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
MI
09/01/2023 - Present
Osaic Wealth, Inc. (ST. CLAIR MI)
MI
12/02/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ST. CLAIR MI)
MI
01/27/2014 - 12/08/2014
FIRST ALLIED SECURITIES, INC. (St. Clair MI)
MI
09/10/2012 - 01/07/2014
PFS INVESTMENTS INC. (ST CLAIR MI)
IA
Issued 01/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Schweihofer is the right advisor for you? Invested Better is here to help.
