Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Davis is a financial advisor at Osaic Wealth, Inc. Richard has been in the financial services industry since 1994, Richard is a Series 7, Series 6TO, and SIE licensed professional and has an active registration in Florida, New Jersey, and South Carolina. Richard is a Registered Representative. Prior to joining Osaic Wealth, Inc., Richard worked at SIGNATOR INVESTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, and MONY SECURITIES CORP. Richard specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
NJ
11/02/2018 - Present
Osaic Wealth, Inc. (EATONTOWN NJ)
NJ
10/24/1995 - 11/02/2018
SIGNATOR INVESTORS, INC. (EATONTOWN NJ)
MA
10/24/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
02/07/1994 - 09/21/1995
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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