Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bass is a financial advisor currently registered with Osaic Wealth, Inc. Richard has been in the financial services industry since 2004. Richard is a Certified Financial Planner and a Chartered Financial Analyst. Richard has experience with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Richard provides a variety of financial planning services, including portfolio management, financial planning, pension consulting, educational seminars, and selection of other advisors. Richard is registered as an investment advisor representative in Florida and New York.
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.
1
2
FL
04/26/2021 - Present
Osaic Wealth, Inc. (DELRAY BEACH FL)
NY
03/20/2020 - 04/06/2020
BENCHMARK INVESTMENTS, INC. (NEW YORK NY)
NY
09/17/2009 - 11/02/2018
SIGNATOR INVESTORS, INC. (MELVILLE NY)
NY
06/29/2004 - 09/16/2009
PARK AVENUE SECURITIES LLC (REGO PARK NY)
IA
Issued 10/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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