Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Willoughby is a financial professional with over 20 years of experience in the financial services industry. Raymond is currently registered with State Farm Investment Management Corp. Raymond has held previous positions with Charles Schwab & Co., Inc., State Farm VP Management Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Directed Services, Inc. and New England Securities. Raymond is also a Chartered Financial Consultant. Raymond's experience and expertise make him a valuable resource for individuals and families seeking financial guidance and investment management services.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
PA
11/14/2018 - Present
State Farm Investment Management Corp. (Norristown PA)
TX
05/24/2004 - 02/14/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
10/23/2003 - 04/30/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
07/03/2002 - 09/09/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
10/15/2001 - 11/15/2001
DIRECTED SERVICES, INC. (WEST CHESTER PA)
NY
12/04/2000 - 11/01/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MI
08/24/1998 - 11/02/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 11/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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