Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Stephen Lehocky is a financial advisor registered with Osaic Wealth, Inc. Richard has been in the financial industry since June 21, 1990. Richard has a Series 7 and Series 63 license, as well as a Securities Industry Essentials Examination. Richard has been with Osaic Wealth, Inc. since April 29, 2016. Previously, Richard was with LPL Financial LLC and Waterstone Financial Group, Inc. Richard provides financial advice for individuals and businesses. Richard specializes in retirement planning, investment management, college savings, and estate 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.
1
2
IL
04/29/2016 - Present
Osaic Wealth, Inc. (PALOS HEIGHTS IL)
IL
09/08/2009 - 04/27/2016
LPL FINANCIAL LLC (ORLAND PARK IL)
IL
10/28/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (ORLAND PARK IL)
IL
06/21/1990 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
BC
Issued 09/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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