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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 Mack Freed is an investment advisor representative with Cetera Investment Advisers LLC. Ray has been in the financial services industry since 1998. Ray has experience with several firms including VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC. and UNITED SECURITIES ALLIANCE, INC. Ray holds Series 6, 63 and 65 securities licenses, as well as the SIE. Ray works in the LANSDALE, Pennsylvania office of Cetera Investment Advisers LLC.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (LANSDALE PA)
PA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Stevens PA)
IA
05/10/2000 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CO
02/02/1998 - 05/02/2000
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
Issued 08/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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