Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Park is an investment advisor representative with over 20 years of experience in the financial industry. Richard has a strong background in investment planning and is dedicated to providing personalized financial advice to clients. He is currently registered with THE Strategic Financial Alliance, Inc. and is also a Certified Divorce Financial Analyst. Richard is committed to helping individuals and families achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
HI
01/08/2024 - Present
THE Strategic Financial Alliance, Inc. (Ewa Beach HI)
HI
09/01/2023 - 01/11/2024
OSAIC WEALTH, INC. (EWA BEACH HI)
HI
09/10/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HONOLULU HI)
HI
10/18/2013 - 09/03/2019
ROYAL ALLIANCE ASSOCIATES, INC. (Honolulu HI)
HI
02/06/2009 - 10/21/2013
AMERIPRISE FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
03/18/2009 - 11/23/2010
SECURITIES AMERICA, INC. (HONOLULU HI)
HI
07/11/2002 - 01/28/2009
AIG RETIREMENT ADVISORS, INC. (HONOLULU HI)
IA
Issued 12/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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