Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ray? Claim Your ProfileRay Arthur Housel is a financial advisor with over 20 years of experience in the financial industry. Ray is currently registered with LPL Financial LLC in Bedford, Indiana, and is also a registered Investment Advisor in Indiana. Ray has a Series 66, Series 7 and SIE licenses. Previously, Ray was affiliated with 1st Global Capital Corp. In addition to his advisory role at LPL Financial LLC, Ray is also a CPA and operates a CPA firm and farm. Ray has extensive experience in providing financial planning and investment advice to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory 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
IN
10/20/2000 - Present
LPL Financial LLC (BEDFORD IN)
TX
10/06/1999 - 11/02/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 11/02/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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