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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 Lee Laney is an investment advisor representative with Stonex Advisors Inc. Ray is a registered investment advisor representative in Kentucky and Ohio. Ray has been in the financial services industry since October 18, 2001. Ray has been associated with Stonex Advisors Inc. since January 2015. Ray has also been associated with WRP INVESTMENTS, INC. and TOWER SQUARE SECURITIES, INC. in the past. Ray has a Series 6, 7, 24, 63, and 65 license.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/30/2015 - Present
Stonex Advisors Inc. (Cincinnati OH)
OH
02/24/2005 - 09/12/2014
WRP INVESTMENTS, INC. (CINCINNATI OH)
CA
06/16/2003 - 03/04/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
GA
10/18/2001 - 06/16/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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