Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Lewis Dinkel is an Investment Advisor Representative with Oppenheimer & Co. Inc. located in Sarasota, Florida. Raymond has been in the industry since May 4, 1992. He is registered with the state of Florida and Pennsylvania and has a background in providing financial and investment advice to a wide range of clients. Prior to joining Oppenheimer & Co. Inc., Raymond held positions at various other financial institutions, including PNC INVESTMENTS, J.J.B. HILLIARD, W.L. LYONS, INC., MORGAN STANLEY DW INC., PRUDENTIAL SECURITIES INCORPORATED, WHEAT, FIRST SECURITIES, INC., and FEDERATED SECURITIES CORP. Raymond has a deep understanding of the financial markets and a proven track record of success.
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.
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.
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.
1
2
FL
04/09/2013 - Present
Oppenheimer & Co. Inc. (SARASOTA FL)
PA
01/01/2004 - 03/25/2013
PNC INVESTMENTS (MURRSYVILLE PA)
KY
05/30/2003 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
09/06/2000 - 06/02/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/06/1998 - 09/07/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
05/03/1995 - 03/04/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
MA
08/12/1994 - 05/03/1995
MENTOR DISTRIBUTORS, INC. (BOSTON MA)
PA
11/01/1991 - 02/14/1994
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 06/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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