Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Linder is a financial advisor with over 28 years of experience in the industry. Raymond is currently registered with LPL Financial LLC and holds Series 7, Series 24, Series 63, and SIE licenses. Raymond has previously worked with First Tryon Securities, LLC, First Union Securities, Inc., and First Union Capital Markets Corp. Raymond is registered in 53 states and specializes in retirement planning, investment management, and college savings.
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
SC
12/19/2022 - Present
LPL Financial LLC (FORT MILL SC)
NC
07/24/2000 - 12/01/2022
FIRST TRYON SECURITIES, LLC (CHARLOTTE NC)
MO
10/01/1999 - 08/17/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
08/16/1994 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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