Unclaimed
Raymond Yackel is a financial advisor who has been in the industry since 1992. Raymond is currently registered with Commonwealth Financial Network and has held previous registrations with Merrill Lynch, Pierce, Fenner & Smith Incorporated and A. G. Edwards & Sons, Inc.. Raymond has a wide range of experience in financial planning, portfolio management, and insurance. Raymond has a strong commitment to providing personalized financial advice to help clients achieve their financial goals. Raymond is licensed to provide financial services in multiple states, including Alabama, Arizona, California, Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/22/2022 - Present
Commonwealth Financial Network (EAST SYRACUSE NY)
NY
09/20/2007 - 06/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
NY
09/15/1998 - 10/04/2007
A. G. EDWARDS & SONS, INC. (DEWITT NY)
MA
05/07/1992 - 09/18/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/24/1998 - 09/15/1998
A. G. EDWARDS & SONS, INC.
BOTH
Issued 01/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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