Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Vargo is a financial advisor currently registered with LPL Financial LLC, an independent broker-dealer. Raymond has been in the financial services industry since 1985, and has held previous registrations with The O.N. Equity Sales Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Raymond has a Series 6, Series 7, and Series 63 license and holds registrations in 11 states including Ohio, Arizona, Florida, and Virginia. Raymond specializes in working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and investment clubs. Raymond is a financial planner and provides portfolio management services. Raymond also provides consulting and other non-discretionary advisory 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.
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.
1
2
OH
11/28/2023 - Present
LPL Financial LLC (Westlake OH)
OH
02/05/2004 - 11/28/2023
THE O.N. EQUITY SALES COMPANY (WESTLAKE OH)
MA
09/09/1986 - 01/26/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/28/1985 - 01/26/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Raymond Vargo is the right advisor for you? Invested Better is here to help.
