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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Whitaker is a financial advisor who has been in the industry since 1996. Raymond has a strong track record of success in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Raymond is currently registered with AE Wealth Management, LLC and has previously been associated with a number of other firms, including G.F. Investment Services, LLC, Berthel, Fisher & Company Financial Services, Inc., Continental Capital Investment Services, Inc., Aegon USA Securities Inc., and Richard B. Vance & Company. Raymond is a Chartered Financial Consultant and holds a variety of licenses and certifications, including Series 6, 22, 62, 63, and 65. Raymond Whitaker's primary focus is on helping clients achieve their financial goals through a variety of services, including financial planning, portfolio management, and investment advice. Raymond believes in building strong relationships with his clients and providing them with personalized advice that is tailored to their specific needs.
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.
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2
IL
08/12/2020 - Present
AE Wealth Management, LLC (Morton IL)
IL
03/04/2014 - 05/07/2018
G.F. INVESTMENT SERVICES, LLC (TREMONT IL)
IL
03/31/2003 - 03/03/2014
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (TREMONT IL)
OH
01/02/1998 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
IA
02/04/1997 - 01/01/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IL
05/07/1996 - 02/07/1997
RICHARD B. VANCE & COMPANY (JOLIET IL)
IA
Issued 11/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2012
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/11/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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