Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lane is a financial advisor with over 17 years of experience in the industry. Richard is currently registered with Osaic Wealth, Inc. in New York and Connecticut. Richard has previously worked with HRC Investment Services, Inc. in Glen Head, New York. Richard is a Series 6, 7, 63, 65, and 66 licensed professional. Richard offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Richard provides services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
08/04/2006 - 04/08/2010
HRC INVESTMENT SERVICES, INC. (GLEN HEAD NY)
BOTH
Issued 12/20/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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