Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Settle is a financial advisor with over 35 years of experience in the financial services industry. Raymond Settle is currently registered with Robert W. Baird & Co. Inc. and has been with the firm since October 2019. Before that, Raymond Settle was with J.J.B. HILLIARD, W.L. LYONS, LLC for over 33 years. Raymond Settle is licensed in 35 states and offers a variety of financial services, including investment advisory, financial planning, pension consulting and portfolio management. Raymond Settle is also a limited partner in 5 hotels and serves as a board member of the Greenwell Foundation.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
10/18/2019 - Present
Robert W. Baird & Co. Inc. (Owensboro KY)
KY
07/23/1986 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (OWENSBORO KY)
IA
Issued 04/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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