Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Raymond is a registered investment advisor representative with PFS Investments Inc. Raymond is based in Overland Park, Kansas and has been in the industry since August 1987. Raymond holds the Series 6, 63, 65, and 26 licenses. Raymond is registered to offer investment advisory services in California, Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Kentucky, Maryland, Michigan, Mississippi, Missouri, Oklahoma, Texas, Washington, and Wisconsin. Raymond offers portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KS
01/31/2019 - Present
PFS Investments Inc. (OVERLAND PARK KS)
IA
Issued 03/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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