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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 Max Pett is an investment advisor representative at Corecap Advisors with over 28 years of experience in the financial services industry. Raymond has a broad range of experience and is licensed in multiple states. Raymond holds several licenses including Series 7, 8, 24, 31, 63, 65, 99TO and SIE. Raymond is also a registered investment advisor in multiple states. Raymond has previously held positions at Leonard & Company, Morgan Stanley DW Inc., and Olde Discount Corporation.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
05/29/2013 - Present
Corecap Advisors (SOUTHFIELD MI)
MI
09/30/2002 - 02/02/2012
LEONARD & COMPANY (TROY MI)
NY
03/11/1997 - 03/13/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
09/08/1993 - 03/19/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/02/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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