Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Joseph Bevier is a registered representative with Wells Fargo Clearing Services, LLC. Raymond has been in the securities industry since 1975 and has been with Wells Fargo Clearing Services, LLC since 2013. Raymond has Series 3, 7, 63, and 66 licenses as well as the Securities Industry Essentials Examination (SIE). Raymond is registered in 19 states.
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.
Investment consulting services to institutional clients
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
CO
01/10/2019 - Present
Wells Fargo Clearing Services, LLC (BOULDER CO)
CO
02/11/2005 - 04/11/2013
RBC CAPITAL MARKETS, LLC (DENVER CO)
NY
09/26/1978 - 09/25/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
11/20/1975 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BOTH
Issued 08/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1989
Series 3 - National Commodity Futures Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 11/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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