Unclaimed
Ray Lynes McKinney is a financial advisor with over 20 years of experience in the industry. Ray is currently registered with Synovus Securities, Inc., and has held previous roles with LPL FINANCIAL LLC, WELLS FARGO ADVISORS, LLC, and WACHOVIA SECURITIES, INC.. Ray has a broad range of experience providing financial advice to a diverse clientele, including individuals, families, businesses, and charitable organizations. Ray holds the Series 3, 7, 30, 63, and 65 licenses as well as the SIE exam. Ray is committed to providing personalized financial guidance to help clients achieve 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.
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.
Tax related services, administrative 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.
1
2
GA
04/05/2021 - Present
Synovus Securities, Inc. (STATESBORO GA)
GA
01/26/2011 - 09/23/2016
LPL FINANCIAL LLC (STATESBORO GA)
GA
06/15/2002 - 02/07/2011
WELLS FARGO ADVISORS, LLC (STATESBORO GA)
NC
05/31/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 07/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1998
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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