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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Ruysschaert is a financial advisor with over 37 years of experience in the industry. Raymond is currently registered with Morgan Stanley in San Diego, California. Prior to joining Morgan Stanley, Raymond worked at UBS Financial Services Inc. Raymond holds Series 6, 7, and SIE licenses. Raymond has a wide range of experience working with a diverse clientele including individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Raymond provides a wide range of financial services including financial planning, portfolio management, asset allocation advice, and selection of other advisers.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
10/04/2021 - Present
Morgan Stanley (San Diego CA)
CA
02/28/1995 - 10/22/2021
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
MA
06/03/1994 - 03/03/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/03/1994 - 03/03/1995
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
NY
07/31/1993 - 05/23/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
05/07/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/03/1986 - 05/11/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/26/1984 - 06/25/1986
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 07/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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