Unclaimed
Raymond Erik Whinery is a financial professional with over 15 years of experience in the industry. Raymond currently works as a Registered Representative with Stancorp Equities, Inc. Raymond holds a Series 6 and Series 63 licenses. In addition to being registered with the state of Texas, Raymond also holds the SIE exam.
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.
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.
1
2
OR
08/27/2024 - Present
Stancorp Equities, Inc. (PORTLAND OR)
CO
12/11/2015 - 08/16/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
05/20/2015 - 11/04/2015
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
PA
01/28/2014 - 03/04/2015
EFC FINANCIAL SERVICES, LLC (DRESHER PA)
CO
11/18/2008 - 04/09/2013
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 08/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Raymond Whinery is the right advisor for you? Invested Better is here to help.