Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Duenas is a financial advisor with over 20 years of experience in the industry. Raymond is currently registered with United Planners' Financial Services of America a Limited Partner. Raymond has been with United Planners' Financial Services of America a Limited Partner since 2011. Prior to joining United Planners' Financial Services of America a Limited Partner, Raymond worked at Fidelity Brokerage Services LLC, B.C. Ziegler and Company and Charles Schwab & Co., Inc. Raymond is a licensed broker-dealer and investment advisor representative. Raymond provides financial planning, pension consulting, and portfolio management services to individuals, families, and businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/24/2019 - Present
United Planners' Financial Services OF America A Limited Partner (Winter Garden FL)
AL
02/16/2011 - 03/11/2011
PROEQUITIES, INC. (BIRMINGHAM AL)
FL
11/09/2009 - 02/11/2011
QA3 FINANCIAL CORP. (ORLANDO FL)
FL
08/07/2006 - 09/24/2009
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
IL
02/17/2005 - 04/17/2006
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
TX
07/26/1999 - 07/27/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 04/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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