Invested Better
Unclaimed

Unclaimed

Unclaimed

Raymond Michael White

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Raymond? Claim Your Profile

About Raymond Michael White

Raymond Michael White is a financial advisor with over 30 years of experience in the industry. Raymond is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT® who provides financial planning and investment advice to a diverse range of clients including individuals, families, and businesses. Raymond has been registered with Osaic Wealth, Inc. since January 2025. Previously, Raymond worked with Lincoln Financial Securities Corporation and Investors Capital Corp. Raymond has experience in a variety of areas, including retirement planning, college savings, estate planning, and insurance. Raymond is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Raymond White is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Raymond White’s Registration & Firm History

NH

01/24/2025 - Present

Osaic Wealth, Inc. (BEDFORD NH)

NH

11/26/1993 - 05/20/2008

INVESTORS CAPITAL CORP. (BEDFORD NH)

NE

01/01/1988 - 10/15/1993

MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)

Not sure if Raymond Michael White is right for you?

Licenses & Designations

IA

Issued 02/09/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond Michael White.
Not sure if Raymond Michael White is right for you?