Unclaimed
Raymond Skare is a financial professional with over 30 years of experience in the industry. Raymond is currently registered with Cambridge Investment Research Advisors, Inc. in Wisconsin and Texas, where he provides financial advice and investment management services. He has previously held positions at SII Investments, Inc., World Group Securities, Inc., WMA Securities, Inc., Intersecurities, Inc. and First American National Securities, Inc.. Raymond has a broad range of experience in financial planning, investment management, and insurance. He holds the Series 6, Series 63, Series 26, and SIE licenses. Raymond is committed 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.
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.
Solicitation fees from 3rd party money managers
1
2
WI
10/16/2017 - Present
Cambridge Investment Research Advisors, Inc. (Wausau WI)
WI
05/17/2010 - 10/16/2017
SII INVESTMENTS, INC. (WAUSAU WI)
WI
04/12/2002 - 05/19/2010
WORLD GROUP SECURITIES, INC. (WAUSAU WI)
GA
06/06/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
02/14/1992 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
01/29/1986 - 12/19/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 02/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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