Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Edward Saari is a financial advisor with LPL Financial LLC. Raymond has been in the financial industry since 2001 and has experience with both individual and business clients. Raymond is registered in several states, including Michigan, Texas, California, and Florida, and offers various financial planning services. Raymond is also a Certified Financial Planner™ professional.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
01/30/2024 - Present
LPL Financial LLC (ALBION MI)
MI
01/26/2010 - 01/30/2024
OSAIC INSTITUTIONS, INC. (ALBION MI)
MI
03/04/2008 - 02/03/2010
LPL FINANCIAL CORPORATION (JACKSON MI)
MI
07/26/2004 - 03/04/2008
IFMG SECURITIES, INC. (JACKSON MI)
CA
07/12/2001 - 08/10/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
SC
04/11/1996 - 06/26/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 05/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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