Unclaimed
Ray Lombardo is a registered investment advisor representative with Clearview Investment Partners, LLC. Ray has been in the financial services industry since 1988 and is licensed to provide financial advice in the state of California. The advisor has a specialization in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. The advisor's prior work experience is with UBS Financial Services Inc. in Newport Beach, CA, and Clearview Investment Partners, 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.
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.
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2
CA
01/01/2025 - Present
Clearview Investment Partners, LLC (COSTA MESA CA)
CA
08/23/1988 - 06/04/2009
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
IA
Issued 03/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1994
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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