Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ray? Claim Your ProfileRay Eugene Steward is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Fort Worth, TX. Ray has been in the financial services industry since 1989. Ray is registered with FINRA as a Registered Representative and is also registered as an Investment Advisor Representative in Texas. He has earned his Series 6, Series 63, and Series 65 licenses, along with the SIE. Ray also holds the Certified Financial Planner designation. Ray is currently registered with Cambridge Investment Research Advisors, Inc., and has previously worked with Hornor, Townsend & Kent, Inc., SWS Financial Services, Titan/Value Equities Group, Inc., Transamerica Financial Resources, Inc., and Transamerica Securities Sales Corporation. Ray's current firm specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Solicitation fees from 3rd party money managers
1
2
TX
07/21/2014 - Present
Cambridge Investment Research Advisors, Inc. (FORT WORTH TX)
TX
09/06/2007 - 07/17/2014
HORNOR, TOWNSEND & KENT, INC. (FT WORTH TX)
TX
03/02/2004 - 08/24/2007
HORNOR, TOWNSEND & KENT, INC. (FT WORTH TX)
TX
03/10/1999 - 02/24/2004
SWS FINANCIAL SERVICES (DALLAS TX)
CA
04/17/1990 - 03/12/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
01/16/1990 - 04/18/1990
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
01/16/1990 - 04/18/1990
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
WA
06/26/1989 - 11/21/1989
THE BALANCED PROGRAM SECURITIES, INC. (SEATTLE WA)
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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