Unclaimed
Raymond Glynn is a financial advisor registered with Edward Jones, a well-established financial services firm. Raymond has over 10 years of experience in the financial services industry. Raymond holds several licenses and certifications, including the Series 63, Series 65, Series 7 and the SIE exam. Raymond works with a wide range of clients including individuals, families, and businesses. Raymond 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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
06/28/2019 - Present
Edward Jones (Irving TX)
TX
10/07/2016 - 12/27/2018
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
IA
Issued 02/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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