Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Petro is an investment advisor with over 33 years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc. in Pennsylvania and is a registered representative of Securities America, Inc. Richard Petro's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Richard Petro's investment advisory services include selection of other advisers, educational seminars 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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PA
06/14/2024 - Present
Osaic Wealth, Inc. (MOON TOWNSHIP PA)
PA
04/09/2010 - 06/14/2024
SECURITIES AMERICA, INC. (MOON TOWNSHIP PA)
PA
06/02/2005 - 04/09/2010
NEXT FINANCIAL GROUP, INC. (MOON TOWNSHIP PA)
NC
07/02/2004 - 01/05/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
03/01/2000 - 07/09/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MN
01/01/1991 - 03/02/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/01/1991 - 03/02/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
06/03/1992 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
BC
Issued 12/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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