Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Charles Bass is a financial advisor with over 35 years of experience in the industry. Currently, Raymond is registered with Osaic Wealth, Inc. Raymond's primary location is in Palatine, Illinois, and the office is located at 675 N. NORTH CT #450. Raymond has held previous positions with Securities America, Inc., Cetera Financial Specialists LLC, and Hochman & Baker Securities, Inc. He has successfully passed the Series 63, SIE, and Series 6 exams, demonstrating his expertise in the financial services industry. His practice focuses on providing investment advice to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses.
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.
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2
IL
06/14/2024 - Present
Osaic Wealth, Inc. (PALATINE IL)
IL
11/17/2016 - 06/14/2024
SECURITIES AMERICA, INC. (PALATINE IL)
IL
06/30/2004 - 11/18/2016
CETERA FINANCIAL SPECIALISTS LLC (PALATINE IL)
CT
01/27/1989 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
BC
Issued 05/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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