Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ray? Claim Your ProfileRay Anthony McGinnis is a financial advisor with Planmember Securities Corp. Ray has over 30 years of experience in the financial industry and is licensed to provide investment advice in several states. Ray specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Ray's previous experience includes working for MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, Walnut Street Securities, Inc., and Franklin Financial Services Corporation. Ray has a strong commitment to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/23/2022 - Present
Planmember Securities Corp. (Carpinteria CA)
OH
03/25/2017 - 03/03/2022
MML INVESTORS SERVICES, LLC (PORTSMOUTH OH)
OH
09/13/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PORTSMOUTH OH)
OH
09/13/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PORTSMOUTH OH)
CA
01/06/1997 - 08/31/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TX
06/10/1993 - 01/15/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 09/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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