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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Wilshire is a financial advisor with Avantax Advisory Services. Raymond is a Registered Representative and Investment Advisor Representative who has been in the industry since January 18, 1990. Raymond has a Series 6, Series 7, Series 24, Series 27, Series 63, and Series 99TO license. Raymond Wilshire is registered to provide investment advice in Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Louisiana, Maryland, Oklahoma, Tennessee, Texas, Virginia, and Wisconsin. Raymond is based in Fort Worth, Texas.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
11/19/1990 - Present
Avantax Advisory Services (FORT WORTH TX)
BC
Issued 01/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/29/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1990
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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