Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Michael Whittenburg has been in the financial services industry since April 29, 1986. Raymond is currently registered with Osaic Wealth, Inc. and is licensed to provide securities and investment advisory services in several states. Raymond's previous experience includes working with Woodbury Financial Services, Inc., Securities America, Inc., and Sunset Financial Services, Inc. Raymond has a strong background in financial planning, portfolio management, and insurance. Raymond provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Raymond is committed to helping clients 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
UT
01/19/2024 - Present
Osaic Wealth, Inc. (ALPINE UT)
UT
06/08/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ALPINE UT)
UT
11/14/2014 - 06/09/2015
SECURITIES AMERICA, INC. (ALPINE UT)
UT
03/30/1998 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (ALPINE UT)
MO
04/30/1986 - 04/02/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 03/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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