Unclaimed
Raymond Abracosa is a financial advisor with over 30 years of experience in the industry. Raymond has worked with several firms, including Wells Fargo Advisors, LLC, LPL Financial LLC, and Kestra Investment Services, LLC. Currently, Raymond is a Wealth Advisor at Kestra Advisory Services, LLC. Raymond is committed to providing financial planning and investment advice to help individuals and families reach their financial goals. Raymond has a strong understanding of the financial markets and is dedicated to providing clients with personalized service 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.
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
TX
10/14/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CA
05/21/2009 - 07/25/2019
LPL FINANCIAL LLC (TORRANCE CA)
CA
05/31/2001 - 05/26/2009
WELLS FARGO ADVISORS, LLC (ROLLING HILLS ESTATES CA)
CA
05/01/1998 - 06/29/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
06/25/1997 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
WI
07/05/1996 - 06/25/1997
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
CA
02/26/1994 - 06/18/1996
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MN
04/16/1992 - 02/18/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 01/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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