Unclaimed
Raymond Reuter is a financial advisor with over 25 years of experience in the financial services industry. Raymond is currently registered with LPL Financial LLC, and previously worked with Infinex Investments, Inc., BancorpSouth Investment Services, Inc., NYLife Distributors LLC, Jefferson Pilot Securities Corporation, First Union Brokerage Services, Inc., American Express Service Corporation, and Southtrust Securities, Inc. Raymond specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses. Raymond has a strong track record of success and is committed to providing his clients with personalized financial solutions.
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
AL
11/30/2022 - Present
LPL Financial LLC (HOOVER AL)
AL
12/02/2013 - 11/30/2022
INFINEX INVESTMENTS, INC. (Hoover AL)
AL
11/02/2007 - 12/02/2013
BANCORPSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NJ
07/11/2007 - 10/25/2007
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
AL
06/21/2000 - 06/11/2007
BANCORPSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
IN
05/20/1999 - 06/15/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NC
08/06/1998 - 10/23/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
01/23/1997 - 11/07/1997
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
AL
07/20/1995 - 01/01/1997
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 03/28/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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