Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Sicard is a financial professional with over 20 years of experience in the industry. Raymond is currently registered with LPL Financial LLC, a firm with over $50 billion in assets under management. Before joining LPL, Raymond was employed by Ameriprise Financial Services, LLC and Fidelity Brokerage Services LLC. Raymond holds the Series 7, Series 63, and Series 7TO licenses. Raymond has a strong track record of providing financial advice to individuals, families, and businesses.
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
08/15/2024 - Present
LPL Financial LLC (NEEDHAM MA)
MA
10/30/2018 - 12/16/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Boston MA)
NH
02/01/2016 - 03/28/2016
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
RI
09/24/2003 - 07/17/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
11/24/2000 - 09/17/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 11/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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