Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Celaya is a Certified Financial Planner and Chartered Financial Analyst registered with Plante Moran Financial Advisors in Southfield, MI. Raymond's specializations include financial planning, portfolio management for individuals and businesses. Raymond has been in the industry since 2004 and holds a Series 7 and Series 63 license. Raymond is also a partner with Plante & Moran, PLLC, a firm specializing in accounting and consulting services.
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.
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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MI
02/02/2010 - Present
Plante Moran Financial Advisors (SOUTHFIELD MI)
IL
05/13/2004 - 02/04/2005
P & M CORPORATE FINANCE, LLC (CHICAGO IL)
OH
03/10/2004 - 06/18/2004
VALMARK SECURITIES, INC. (AKRON OH)
BC
Issued 06/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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