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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 Osikowicz is an investment advisor representative with Glass Jacobson Wealth Advisors. Richard has been in the financial services industry for over 20 years. Richard is registered with the state of Maryland. Richard's areas of expertise include financial planning, portfolio management, and retirement planning. Richard has previously worked at Triad Advisors, PNC FUNDS DISTRIBUTOR, LLC and Brown Advisory Securities, LLC.
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.
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.
Referral fees; revenues from educational product sales
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2
MD
08/03/2018 - Present
Glass Jacobson Wealth Advisors (OWINGS MILLS MD)
MD
10/03/2018 - 05/27/2021
TRIAD ADVISORS LLC (OWINGS MILLS MD)
MD
11/06/2013 - 07/20/2018
PNC FUNDS DISTRIBUTOR, LLC (BALTIMORE MD)
MD
03/28/2011 - 06/20/2013
TRIAD ADVISORS, INC. (MAPLE LAWN MD)
DC
06/02/2010 - 12/31/2010
VSR FINANCIAL SERVICES, INC. (WASHINGTON DC)
MD
08/14/2008 - 09/11/2009
BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)
MD
10/22/1996 - 04/14/2008
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
MD
02/06/1996 - 03/27/1996
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NJ
08/16/1994 - 05/18/1995
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 09/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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