Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Curtin is a financial advisor with over 33 years of experience in the industry. He is currently registered with Osaic Wealth, Inc., a firm with over 4300 licensed agents and 4600 investment advisor representatives. Raymond is registered to provide investment advice in multiple states including California, Florida, New Jersey, and Ohio. Raymond holds the Series 7, Series 24, Series 63, and Series 65 licenses.
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.
1
2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (PARKLAND FL)
FL
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PARKLAND FL)
AZ
03/31/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TN
12/17/2004 - 02/28/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MO
10/01/2000 - 11/02/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
06/14/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
05/26/1995 - 06/05/1997
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
03/14/1994 - 04/24/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/20/1990 - 03/24/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
IA
Issued 08/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Raymond Curtin is the right advisor for you? Invested Better is here to help.
