Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raimund? Claim Your ProfileRaimund Marx is an investment advisor representative with Ae Wealth Management, LLC. Raimund has been in the industry for over 30 years and has worked for several firms, including J.W. COLE FINANCIAL, INC., ING FINANCIAL PARTNERS, INC., and WALNUT STREET SECURITIES, INC. Raimund is registered with the state of Florida and has passed several securities exams, including Series 6, 7, 26, 63, and 65. In addition to his work as an investment advisor representative, Raimund also owns and operates Raymond Marx Financial, Inc., an insurance sales business. Raimund specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension plans.
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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2
FL
08/04/2023 - Present
AE Wealth Management, LLC (Clearwater FL)
FL
10/20/2006 - 07/06/2007
J.W. COLE FINANCIAL, INC. (CLEARWATER FL)
FL
01/21/2003 - 11/01/2006
ING FINANCIAL PARTNERS, INC. (CLEARWATER FL)
MI
02/09/2002 - 01/22/2003
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
CA
01/27/1999 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CT
11/04/1996 - 02/12/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
GA
05/26/1994 - 11/08/1996
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 10/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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