Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Key is an investment advisor representative with United Capital Financial Advisors, LLC. Raymond has been in the industry for over 25 years and has a strong background in financial planning and portfolio management. Raymond holds the Series 7, Series 63, Series 65, and Series 31 licenses. Raymond has worked with Ceros Financial Services, Inc., Valic Financial Advisors, Inc., and Advisors Asset Management, Inc.
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.
Sub-adviser for other investment advisers
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
TX
10/20/2020 - Present
United Capital Financial Advisors (THE WOODLANDS TX)
MD
07/16/2018 - 12/13/2019
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
CO
06/20/2016 - 05/18/2017
VALIC FINANCIAL ADVISORS, INC. (LAKEWOOD CO)
CO
07/26/2010 - 06/14/2016
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
MN
09/18/2007 - 03/03/2009
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
CO
06/15/2004 - 08/20/2007
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
NY
04/07/1997 - 05/12/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
08/30/1993 - 12/20/1994
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 10/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Raymond Key is the right advisor for you? Invested Better is here to help.
