Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hans? Claim Your ProfileHans Peter Raymond is a financial advisor with over 25 years of experience in the industry. Hans is currently registered with Charles Schwab & Co., Inc. in Connecticut and Texas. Hans has a strong background in providing financial advice to individuals and families. He is also a Certified Financial Planner and holds several industry licenses, including Series 6, 7, 63, and 65. Prior to joining Charles Schwab, Hans worked for a number of other firms, including Webster Investment Services, Inc., Triad Advisors, Inc., Fidelity Brokerage Services LLC and American Skandia Marketing, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CT
01/02/2019 - Present
Charles Schwab & CO., Inc. (West Hartford CT)
CT
03/15/2005 - 08/10/2005
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
GA
04/01/2004 - 02/15/2005
TRIAD ADVISORS, INC. (ATLANTA GA)
RI
03/19/2001 - 03/05/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
CT
07/13/1996 - 02/07/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
IA
Issued 01/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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