Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raphael? Claim Your ProfileRaphael Andrew Medvitz is a financial advisor at Osaic Wealth, Inc., a registered investment advisor with offices in Scottsdale, Arizona. Raphael has been in the financial services industry since 1985 and has a strong background in investment planning and portfolio management. Raphael is a licensed representative in Arizona, California, Florida, Idaho, Kansas, Nevada, Texas, and Washington. Raphael holds the Series 6, 7, 22, and 63 licenses as well as the SIE designation.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (COVINA CA)
CA
03/31/2021 - 06/14/2024
SECURITIES AMERICA, INC. (COVINA CA)
CA
08/06/2003 - 04/01/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (COVINA CA)
NY
07/24/1985 - 08/08/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 06/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/23/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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