Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Malen is a financial advisor with over 30 years of experience in the industry. He has held positions at several well-known firms, including Park Avenue Securities LLC, MONY Securities Corporation, and Mutual of Omaha Fund Management Company. Richard is currently registered with Osaic Wealth, Inc. and is licensed in several states. He offers a range of financial services, including financial planning, portfolio management, and insurance. Richard is dedicated to providing personalized advice and helping clients 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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NY
01/24/2025 - Present
Osaic Wealth, Inc. (JERICHO NY)
NY
12/12/2005 - 04/18/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (SYOSSET NY)
NY
07/06/2000 - 12/20/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
08/09/1993 - 06/30/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
NE
10/14/1992 - 07/22/1993
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
BC
Issued 10/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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