Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Joseph Egger is a financial advisor with over 35 years of experience. Richard is registered with the state of New York and has a Series 63, Series 7 and SIE. Richard is currently employed with Osaic Wealth, Inc. and has previously worked with MML Investors Services, LLC, Guardian Investor Services Corporation and W. S. Griffith & Co., Inc. Richard's focus is on financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals. Richard offers other services related to insurance, investment, and financial advising.
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. (HUNTINGTON NY)
NY
05/16/1996 - 12/31/2012
MML INVESTORS SERVICES, LLC (HUNTINGTON NY)
NY
12/15/1992 - 05/17/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
05/21/1985 - 12/15/1992
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 06/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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