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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 Haskell is a financial advisor with over 25 years of experience in the financial services industry. Raymond has held various roles at several firms, including Cambridge Investment Research, Inc. and United Planners' Financial Services of America. Raymond currently works with United Capital Management of Kansas, Inc., and provides financial advice to individuals, families, businesses and organizations. Raymond is registered to provide investment advice and services in multiple states and specializes in financial planning, portfolio management and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
01/05/2021 - Present
United Capital Management OF Kansas, Inc. (Wichita KS)
KS
12/12/2014 - 06/20/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (WICHITA KS)
KS
09/30/2014 - 12/12/2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WICHITA KS)
KS
10/25/2010 - 10/06/2014
NYLIFE SECURITIES LLC (WICHITA KS)
KS
08/24/2010 - 10/08/2010
PROEQUITIES, INC. (WICHITA KS)
GA
05/05/1993 - 04/13/2009
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 07/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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