Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Deragon is a financial advisor with Cary Street Partners. Raymond has been working in the financial industry since 1997. Raymond is registered with the state of Texas and has Series 7, Series 31, and SIE licenses. Raymond has a Certified Financial Planner designation and has experience in financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Raymond was previously employed by Riverstone Wealth Management, Inc., Oppenheimer & Co. Inc., Stanford Group Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Revenue sharing with certain third parties
1
2
TX
12/18/2013 - Present
Cary Street Partners (AUSTIN TX)
TX
07/22/2009 - 12/09/2013
RIVERSTONE WEALTH MANAGEMENT, INC. (AUSTIN TX)
TX
03/20/2009 - 07/29/2009
OPPENHEIMER & CO. INC. (AUSTIN TX)
TX
04/21/2006 - 03/19/2009
STANFORD GROUP COMPANY (AUSTIN TX)
TX
10/08/1997 - 04/25/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
BOTH
Issued 11/06/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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