Unclaimed
Anthony Raugust is a financial advisor who has been in the industry since December 1998. Anthony is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since January 2009. Anthony has experience in both brokerage and investment advisory services. Anthony has a Series 7, Series 63, and Series 65 licenses. Anthony also holds a SIE license. Anthony is registered to provide investment advice in Oregon and Washington. Anthony specializes in working with high-net-worth individuals, corporations, pension plans, and other institutional investors. Anthony offers financial planning, portfolio management, and retirement planning services. Anthony also provides hourly and fixed-rate consultations.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (TACOMA WA)
NY
09/01/1998 - 05/23/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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