Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Schenk is a financial advisor at Charles Schwab & Co., Inc., and has been in the industry for over 15 years. Raymond has a broad range of experience working with clients in several states, including Arizona, Illinois, Texas, Wisconsin and North Carolina. Raymond holds the Certified Financial Planner and Chartered Financial Consultant designations, and has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
09/19/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
Active
Inactive
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