Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Robert Cech is an investment advisor representative with Osaic Wealth, Inc. in Oakland Township, Michigan. Richard has been in the financial services industry since 2002 and is licensed to conduct securities business in Michigan, Florida, California and South Carolina. Richard specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans. He also conducts educational seminars on various financial topics. Richard is a Certified Public Accountant and has been in business since 1992.
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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MI
11/03/2023 - Present
Osaic Wealth, Inc. (OAKLAND TOWNSHIP MI)
MI
08/12/2002 - 11/03/2023
FSC SECURITIES CORPORATION (OAKLAND TOWNSHIP MI)
IA
Issued 06/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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