Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Lazcano is an investment advisor representative for LPL Financial LLC and has been in the industry since March 19, 2002. Raymond is registered to offer securities and investment advisory services in Massachusetts, Florida, Georgia, New Hampshire and South Carolina. Raymond has previously been associated with CUNA BROKERAGE SERVICES, INC., INVESTMENT PROFESSIONALS, INC., SANTANDER SECURITIES LLC, SIGNATOR INVESTORS, INC., SOUTHWEST TEXAS CAPITAL, L.L.C, GALLAMORE & LIGHTFOOT FINANCIAL GROUP, J.P. MORGAN ADVISORS, INC., J.P. MORGAN SECURITIES INC. and PIMCO FUNDS DISTRIBUTORS LLC. Raymond has passed the Series 6, 7, 63, 66 and SIE exams. Raymond Lazcano offers financial planning, pension consulting, portfolio management for individuals and businesses and educational seminars.
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.
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2
MA
05/18/2022 - Present
LPL Financial LLC (DORCHESTER MA)
MA
07/06/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Dorchester MA)
MA
09/30/2015 - 06/21/2017
INVESTMENT PROFESSIONALS, INC. (Hingham MA)
MA
11/02/2012 - 10/06/2015
SANTANDER SECURITIES LLC (BRAINTREE MA)
MA
12/22/2009 - 10/12/2012
SIGNATOR INVESTORS, INC. (HANOVER MA)
TX
04/22/2009 - 06/22/2009
SOUTHWEST TEXAS CAPITAL, L.L.C (PLANO TX)
TX
11/02/2001 - 09/04/2003
GALLAMORE & LIGHTFOOT FINANCIAL GROUP (PLANO TX)
NY
02/09/2000 - 03/30/2000
J. P. MORGAN ADVISORS, INC. (NEW YORK NY)
NY
10/27/1999 - 02/10/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/27/1994 - 10/25/1999
PIMCO FUNDS DISTRIBUTORS LLC (NEW YORK NY)
BOTH
Issued 09/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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