Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kiesel is a financial advisor with over 20 years of experience in the industry. Richard is currently registered with Osaic Wealth, Inc. in Florida and North Carolina. Prior to joining Osaic Wealth, Inc. Richard was a registered representative with Securities America, Inc. for over 15 years. Before joining Securities America, Inc. Richard was a registered representative with NFP Securities, Inc. He has also held previous positions at Commonwealth Financial Network and Morgan Stanley DW Inc. Richard is a Series 66, Series 31 and Series 7 licensed professional. He is also a licensed insurance agent. Richard offers a range of financial services, including financial planning, investment management, and insurance planning.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (CORAL SPRINGS FL)
FL
03/26/2009 - 06/14/2024
SECURITIES AMERICA, INC. (CORAL SPRINGS FL)
FL
09/19/2005 - 04/03/2009
NFP SECURITIES, INC. (CORAL SPRINGS FL)
MA
09/02/2003 - 09/20/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
07/31/2002 - 06/03/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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