Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Godleski is a financial advisor with over 9 years of experience in the industry. Raymond is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses. Raymond currently works at Osaic Wealth, Inc. and has worked for several other financial firms including Hornor, Townsend & Kent, LLC and Pruco Securities, LLC. Raymond provides a variety of financial services to individual and corporate clients, including financial planning, investment advice, and insurance sales.
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.
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.
1
2
GA
12/11/2023 - Present
Osaic Wealth, Inc. (SUWANEE GA)
GA
03/05/2020 - 12/13/2023
HORNOR, TOWNSEND & KENT, LLC (ALPHARETTA GA)
GA
04/11/2016 - 02/24/2020
PRUCO SECURITIES, LLC. (Johns Creek GA)
GA
09/17/2014 - 03/29/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)
IA
Issued 11/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Raymond Godleski is the right advisor for you? Invested Better is here to help.
