Unclaimed
Raymond Alphonzo Eckersall is a financial advisor with over 25 years of experience in the financial services industry. Raymond currently works for Wells Fargo Advisors Financial Network, LLC, where he is a Registered Representative. He is registered in Illinois and Texas and has extensive experience in providing financial advice to a wide range of clients. Previously, Raymond worked for Wachovia Securities, LLC and Prudential Securities Incorporated. He is also a Series 24 principal and holds a number of other licenses and certifications including the Series 7, Series 31, and SIE. Raymond has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice and guidance. He is dedicated to helping his clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
IL
06/10/2021 - Present
Wells Fargo Advisors Financial Network, LLC (ROSELLE IL)
IL
07/01/2003 - 04/04/2008
WACHOVIA SECURITIES, LLC (ITASCA IL)
NY
07/03/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/16/1996 - 07/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 09/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Raymond Eckersall is the right advisor for you? Invested Better is here to help.