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 Weber is a financial advisor with over 39 years of experience in the industry. Raymond is currently registered with Hilltop Securities Inc. and has been with the firm since July 2013. Previously, Raymond worked at Morgan Stanley, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Raymond has a broad range of experience, with specializations in securities, commodities, mutual funds, variable annuities, and retirement planning. Raymond also holds several licenses and designations including Series 3, 7, and 63 licenses. Raymond's client base includes high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Raymond's firm provides a range of advisory services, including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
CA
06/21/2023 - Present
Hilltop Securities Inc. (SAN DIEGO CA)
CA
06/01/2009 - 07/24/2013
MORGAN STANLEY (SAN DIEGO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
10/01/1984 - 04/02/2007
MORGAN STANLEY DW INC. (SAN DIEGO CA)
BC
Issued 09/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1989
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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