Unclaimed
Raymond Master is a financial advisor with Park Avenue Securities LLC. Raymond has been in the industry since May 2020 and is licensed to provide investment advice in 24 states and the District of Columbia. Raymond has also passed the Series 63, Series 65, Series 6TO, and SIE exams. Raymond specializes in providing financial planning, educational seminars, and portfolio management for individuals.
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.
1
2
CO
01/05/2023 - Present
Park Avenue Securities LLC (GREENWOOD VILLAGE CO)
IN
11/10/2020 - 12/15/2022
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
BC
Issued 12/05/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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