Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Tropp is a financial advisor with over 28 years of experience in the financial services industry. Raymond is currently registered with Lincoln Investment and Capital Analysts. Raymond has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. Raymond specializes in retirement planning, college savings, and estate planning. Raymond is committed to helping clients achieve their financial goals.
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.
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.
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2
OH
10/11/2024 - Present
Lincoln Investment (Cleveland OH)
OH
04/23/2010 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (CLEVELAND OH)
OH
12/04/2006 - 05/21/2010
SANDERS MORRIS HARRIS INC. (BEACHWOOD OH)
OH
09/11/1995 - 12/06/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
09/11/1995 - 05/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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