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 Schieffer is a financial professional with over 35 years of experience in the industry. Raymond is currently registered with LPL Financial LLC and holds a Series 6, 7 and 63 license, as well as the SIE exam. Raymond is a Certified Financial Planner™ and has previously worked for Avantax Investment Services, Inc., SunAmerica Securities, Inc., and Southmark Financial Services, Inc. Raymond's experience includes a wide range of financial services, including investment advisory, financial planning, and insurance. Raymond is committed to providing personalized financial guidance to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
11/10/2023 - Present
LPL Financial LLC (CARTHAGE TX)
TX
05/09/1991 - 11/17/2023
AVANTAX INVESTMENT SERVICES, INC. (CARTHAGE TX)
AZ
06/18/1989 - 05/14/1991
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
10/16/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 10/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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