Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Calvin Schmidtke is a financial advisor with over 40 years of experience in the industry. Raymond has been a registered representative with Morgan Stanley since 2009. Prior to that, Raymond worked at UBS Financial Services Inc. and Citigroup Global Markets Inc. Raymond holds Series 7, 15 and 63 licenses. Raymond has a long history of serving individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, state or municipal government entities, and pension and profit sharing plans. Raymond specializes in providing financial planning, portfolio management, asset allocation advice, and selection of other advisors. Raymond is also a board member of the Tacoma Golf and Country Club.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
05/03/2024 - Present
Morgan Stanley (Tacoma WA)
WA
08/20/2010 - 05/13/2024
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
WA
06/01/2009 - 09/13/2010
MORGAN STANLEY SMITH BARNEY (SEATTLE WA)
WA
08/03/1983 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
BC
Issued 09/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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