Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ray? Claim Your ProfileRay Carl Ansardi is a financial professional with experience in the financial services industry. Ray is a Registered Representative and Investment Adviser Representative with Concourse Financial Group Securities, Inc. Ray has been in the financial industry since 2015. Ray provides services such as investment advisory and financial planning to individuals and families. Ray is also a Certified Financial Planner™. Ray has been a part of Northwestern Mutual Investment Services, LLC, and Ansardi Financial Services LLC as well as The Ansardi Group LLC in addition to their current firm.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
03/25/2019 - Present
Concourse Financial Group Securities, Inc. (Belle Chasse LA)
LA
09/25/2015 - 06/06/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BATON ROUGE LA)
BOTH
Issued 03/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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