Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Alagao Velasco is a registered Investment Advisor Representative with Kovack Advisors, Inc. Raymond has been in the industry for over 15 years and holds Series 7, 63, and 65 licenses. Raymond is a highly experienced financial advisor with a focus on investment management and financial planning. Raymond previously worked at LPL Financial LLC and MetLife Securities, Inc. Raymond is committed to providing his clients with personalized investment advice and guidance. Raymond Alagao Velasco and Kovack Advisors, Inc. specialize in providing investment advisory services to high-net-worth individuals, corporations and businesses, as well as pension and profit-sharing plans and state or municipal government entities.
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
FL
10/09/2019 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
IL
06/16/2016 - 06/13/2019
LPL FINANCIAL LLC (LISLE IL)
IL
07/01/2005 - 07/01/2016
METLIFE SECURITIES, INC (DOWNERS GROVE IL)
IL
07/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
NY
10/28/2004 - 06/01/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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