Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Holden is a financial professional with over 25 years of experience in the industry. Raymond is currently registered with State Farm Investment Management Corp. and has been with the firm since 2018. Prior to this, Raymond worked for STATE FARM VP MANAGEMENT CORP from 2011-2018 and First American National Securities, Inc. from 1986-1990. Raymond holds the Series 6 and SIE securities licenses and is a Chartered Financial Consultant. Raymond focuses on portfolio management for individuals and investment companies. Raymond is also the owner of an insurance agency in Plano, Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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TX
10/23/2018 - Present
State Farm Investment Management Corp. (Plano TX)
TX
07/07/1998 - 04/29/2010
STATE FARM VP MANAGEMENT CORP. (PLANO TX)
GA
01/16/1986 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 11/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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