Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Scubelek is a financial advisor at LPL Financial LLC. Raymond has over 20 years of experience in the financial services industry. He has been registered with the state of Pennsylvania since June 9, 2021 and has held previous positions with M&T Securities, Inc. and Allfirst Brokerage Corporation. Raymond is also a Series 6 and Series 63 licensed representative. The advisor specializes in providing a variety of services including financial planning, portfolio management and consulting.
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.
1
2
PA
06/09/2021 - Present
LPL Financial LLC (SINKING SPRING PA)
PA
05/01/2003 - 06/09/2021
M&T SECURITIES, INC. (SINKING SPRING PA)
MD
04/30/1999 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
BC
Issued 05/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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