Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Anderson is a financial advisor with over 30 years of experience in the financial services industry. Richard is currently registered with Osaic Advisory Services, LLC. Previously, Richard was affiliated with Securities America, Inc. and Lincoln Financial Advisors Corporation. Richard has a Series 6 and SIE license. Richard's areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
OH
01/17/2008 - 06/14/2024
SECURITIES AMERICA, INC. (MAYFIELD HTS OH)
OH
12/18/1996 - 01/24/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
12/18/1996 - 05/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
01/05/1994 - 01/03/1997
M.D. POITINGER AND CO., INC. (AKRON OH)
MA
03/27/1985 - 01/28/1994
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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