Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmie? Claim Your ProfileJimmie Anthony Ray is a financial advisor with over 30 years of experience in the financial services industry. Jimmie currently works at Centaurus Financial, Inc., where he provides financial planning, portfolio management, and investment advisory services to individuals, corporations, and high-net-worth clients. Jimmie is registered in Arizona, California, Colorado, Nevada, Oregon, and Utah. He holds the Series 6, Series 63, Series 26, and Series 65 licenses. Jimmie is a Chartered Financial Consultant (ChFC). Jimmie also operates his own insurance services firm, J A Ray Insurance Services, Inc., where he provides life, health, disability, and long-term care insurance. Jimmie is also the Secretary/Treasurer of the Fellowship of Evangelical Pastors, where he provides training to pastors in Southern California.
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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CA
09/16/2013 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
CA
08/01/2005 - 10/03/2013
LPL FINANCIAL LLC (SAN DIMAS CA)
CT
10/23/1992 - 08/03/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CA
05/21/1992 - 10/13/1992
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NJ
03/19/1992 - 05/11/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/19/1992 - 05/11/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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