Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Butterworth is an active investment advisor representative with Osaic Wealth, Inc. Raymond has been in the financial industry since April 22, 1987. Raymond is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 63, Series 24, Series 26, Series 7 and Series 6 securities license. Raymond also holds the SIE securities license. Prior to joining Osaic Wealth, Inc., Raymond was associated with Investment Advisors & Consultants, Inc. and Calvert Securities Corporation. Raymond Butterworth is a Chartered Financial Consultant.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
08/14/2019 - Present
Osaic Wealth, Inc. (WYOMISSING PA)
PA
01/08/1992 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (WYOMISSING PA)
MD
10/30/1990 - 01/20/1992
CALVERT SECURITIES CORPORATION (BETHESDA MD)
VT
04/23/1987 - 11/06/1990
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 04/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 08/20/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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