Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond George Seifritz is a financial advisor with over 15 years of experience in the industry. Raymond is currently registered with LPL Financial LLC in San Diego, CA. Raymond has a wide range of experience working with individuals, corporations, and other organizations. Raymond has a strong track record of providing financial advice and investment management services. Raymond holds several professional designations, including Chartered Financial Consultant. Raymond is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
06/24/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
AZ
07/30/2014 - 06/27/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
MN
07/30/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
07/30/2014 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
07/30/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
09/14/2011 - 07/09/2014
LUCIA SECURITIES, LLC (SCOTTSDALE AZ)
CA
06/03/2009 - 09/13/2011
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 06/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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