Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Boyum is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Raymond has been in the industry since 2018 and has experience in both investment and insurance. Raymond is a registered representative in 22 states and has a Series 7, Series 6, Series 63 and Series 66 license. Raymond is also an independent insurance agent for various independent insurance companies and is a board member for PODCO. Raymond is committed to providing clients with personalized financial advice and guidance.
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
IA
11/23/2020 - Present
Cambridge Investment Research Advisors, Inc. (Cedar Rapids IA)
IA
09/07/2018 - 09/10/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CORALVILLE IA)
BOTH
Issued 11/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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