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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 McCormack is a financial advisor with Avantax Advisory Services. Raymond has been in the financial services industry since October 19, 2015. Raymond is licensed to provide financial advice in Florida and Texas. Raymond has a series 66 license and Series 7 license. Raymond has a Certified Financial Planner designation. Raymond is also a wealth advisor with Aksala Wealth Advisors and is an Equity Indexed Annuity Agent with Avantax Insurance Agency. Raymond provides financial planning, investment management, pension consulting and educational seminars to individuals, corporations and businesses. Raymond's main office is located in Dallas, Texas.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/06/2024 - Present
Avantax Advisory Services (DALLAS TX)
FL
09/14/2015 - 06/24/2020
KESTRA INVESTMENT SERVICES, LLC (Winter Park FL)
BOTH
Issued 11/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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