Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Tassiello is an investment advisor representative who has been active in the industry since 2000. Richard is currently registered with Osaic Wealth, Inc., and holds registrations in several states. Richard has been active in financial services for many years, holding previous positions with Woodbury Financial Services, Inc., Securities America, Inc., Brecek & Young Advisors, Inc., Retirement Capital Group Securities, Inc. and Royal Alliance Associates, Inc. Richard's professional experience has included providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and retirement plans.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
12/01/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
01/23/2009 - 12/02/2016
SECURITIES AMERICA, INC. (SAN DIEGO CA)
CA
09/21/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (LA JOLLA CA)
CA
01/29/2004 - 09/25/2006
SECURITIES AMERICA, INC. (LA JOLLA CA)
CA
07/18/2003 - 01/29/2004
RETIREMENT CAPITAL GROUP SECURITIES, INC. (SAN DIEGO CA)
NE
09/18/2001 - 01/28/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
06/20/2001 - 07/20/2001
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
06/09/2000 - 06/14/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 10/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/17/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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