Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Denardi is a financial advisor with over 25 years of experience in the financial services industry. Richard has held a variety of roles at several firms, including Ferris, Baker Watts Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, M&T Securities, Inc., Lincoln Financial Advisors Corporation, Chapin, Davis, Horace Mann Investors Inc, and Nationwide Investment Services Corporation. Richard is currently registered with Osaic Wealth, Inc. Osaic Wealth, Inc. provides financial planning, investment management, and other advisory services to individuals, families, businesses, and institutions. 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.
1
2
MD
07/21/2023 - Present
Osaic Wealth, Inc. (TIMONIUM MD)
OH
07/08/2014 - 07/20/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MD
01/23/2014 - 06/19/2014
HORACE MANN INVESTORS INC (ELLICOTT CITY MD)
MD
10/19/2012 - 05/06/2013
CHAPIN, DAVIS (BALTIMORE MD)
MD
06/10/2011 - 03/12/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (LUTHERVILLE MD)
MD
12/14/2004 - 08/04/2005
M&T SECURITIES, INC. (BALTIMORE MD)
MD
04/24/2000 - 12/03/2004
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NY
04/28/1995 - 12/01/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MD
01/23/1990 - 05/10/1995
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NY
03/10/1989 - 10/30/1989
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
MA
02/09/1988 - 01/26/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 08/19/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/28/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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