Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Waddell is a financial advisor with Osaic Wealth, Inc. Richard has been in the financial services industry since 1990. Richard is a licensed investment advisor in Georgia, and he is also registered to sell securities in Alabama, Florida, Georgia, Louisiana, Michigan, Mississippi, North Carolina, South Carolina, Tennessee, Virginia, and Wisconsin. Richard has a Series 7, Series 6, Series 63, and Series 66. Richard is a member of the Financial Industry Regulatory Authority (FINRA). Richard has experience providing financial planning, portfolio management, and educational seminars.
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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GA
01/19/2024 - Present
Osaic Wealth, Inc. (TYRONE GA)
GA
01/15/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TYRONE GA)
GA
06/23/2008 - 01/22/2013
AXA ADVISORS, LLC (SHARPSBURG GA)
GA
10/14/1991 - 06/26/2008
WOODBURY FINANCIAL SERVICES, INC. (SHARPSBURG GA)
NJ
02/06/1989 - 05/29/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/06/1989 - 05/29/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 02/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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