Unclaimed
Raymond Dunegan is a financial professional with over 25 years of experience in the securities industry. Raymond is currently registered with GWN Securities Inc. and has held previous positions with MONEY CONCEPTS CAPITAL CORP, PMG SECURITIES CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., WADDELL & REED, INC. and FIRST INVESTORS CORPORATION. Raymond is a licensed investment advisor representative in Pennsylvania. He is also a licensed insurance agent and offers a variety of insurance products to clients. Raymond specializes in financial planning, portfolio management, and market timing services. He provides personalized investment advice to individuals, corporations, and other 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.
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.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
PA
03/25/2011 - Present
GWN Securities Inc. (WAYNE PA)
FL
01/02/2004 - 03/11/2004
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IL
07/12/2001 - 12/31/2003
PMG SECURITIES CORPORATION (ELGIN IL)
AZ
01/27/1998 - 07/16/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
KS
05/14/1997 - 02/06/1998
WADDELL & REED, INC. (OVERLAND PARK KS)
NJ
03/24/1997 - 05/15/1997
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 07/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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