Unclaimed
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.
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.
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
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)
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
Active
Inactive
F
FINRA
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