Unclaimed
Raymond Pape is an investment advisor with over 28 years of experience in the financial services industry. Raymond has a broad range of experience working with clients in multiple states including Florida, Michigan, and Arizona. Raymond currently works with Commonwealth Financial Network, but has previously worked with CETERA INVESTMENT SERVICES LLC, COMERICA SECURITIES, and METLIFE SECURITIES INC. Raymond Pape works with individual clients, charitable organizations, corporations or other businesses, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/26/2024 - Present
Commonwealth Financial Network (Palm Harbor FL)
MI
05/08/2006 - 07/26/2024
CETERA INVESTMENT SERVICES LLC (LESLIE MI)
MI
11/13/1998 - 05/05/2006
COMERICA SECURITIES (JACKSON MI)
MA
11/01/1996 - 11/09/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/01/1996 - 11/09/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
05/10/1994 - 12/22/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/10/1994 - 12/22/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 09/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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