Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Richards is a financial advisor with over 20 years of experience in the industry. Susan currently works at Osaic Wealth, Inc. and is registered with the Financial Industry Regulatory Authority (FINRA) and is a Registered Investment Advisor (RIA). Susan holds Series 7 and Series 63 licenses. Susan's past experience includes time at Securities America, Inc., New England Securities and NYLIFE Securities Inc. Susan is a dedicated and experienced financial advisor.
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
MA
06/14/2024 - Present
Osaic Wealth, Inc. (BRAINTREE MA)
MA
12/22/2011 - 06/14/2024
SECURITIES AMERICA, INC. (BRAINTREE MA)
MA
03/15/2007 - 05/27/2011
NEW ENGLAND SECURITIES (BOSTON MA)
ME
01/05/2006 - 08/01/2006
NYLIFE SECURITIES INC. (PORTLAND ME)
NY
06/21/2002 - 04/04/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
05/08/2000 - 05/13/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 06/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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