Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Richardson is a financial professional with over 40 years of experience in the financial services industry. Walter has a strong background in securities and investment advisory services. Currently, Walter is registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc., a firm with a long history of providing financial advice and services to individuals, families, and institutions. Walter has a broad range of experience, having previously worked for Woodbury Financial Services, Inc., Washington Square Securities, Inc., and Tower Square Securities, Inc.. Walter is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
TN
10/01/2024 - Present
Osaic Wealth, Inc. (COLLEGE GROVE TN)
TN
12/19/2001 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COLLEGE GROVE TN)
CT
05/12/1998 - 12/31/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
04/20/1998 - 05/12/1998
WASHINGTON SQUARE SECURITIES, INC.
CT
09/18/1995 - 04/20/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
07/10/1992 - 12/19/1995
TOWER SQUARE SECURITIES, INC.
CA
12/11/1978 - 12/19/1995
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 05/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Walter Richardson is the right advisor for you? Invested Better is here to help.
