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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Rosnack is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Richard has been in the industry since November 11, 1984. Richard has a broad range of experience providing financial advice to individuals, businesses, and retirement plans. Richard specializes in financial planning, portfolio management, and educational seminars. Richard holds licenses in 26 states. Richard is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SARASOTA FL)
MN
09/14/1999 - 10/10/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/12/1984 - 10/10/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NA
07/11/1986 - 12/24/1986
IDS SECURITIES CORP.
NA
11/12/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 06/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/08/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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