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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ray? Claim Your ProfileRay Brown is a financial advisor at Osaic Wealth, Inc. in GOLDSBORO, NC. Ray has been in the financial industry since 1983 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ray specializes in financial planning, pension consulting, and portfolio management. Ray has a Series 6 and Series 63 license, as well as the SIE exam. Ray has a background in financial services, and has worked for several firms prior to Osaic Wealth, Inc. Ray has a passion for helping individuals and families reach 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.
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
NC
01/19/2024 - Present
Osaic Wealth, Inc. (GOLDSBORO NC)
NC
10/04/1989 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GOLDSBORO NC)
IL
04/29/1988 - 10/11/1989
HISTORIC SQUARE EQUITIES, INCORPORATED (CHICAGO IL)
NA
02/26/1986 - 03/05/1988
AMEV INVESTORS, INC.
NA
05/18/1983 - 12/18/1985
NEW YORK LIFE SECURITIES CORP.
BC
Issued 07/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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