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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 Paul Bardoul is an Investment Advisor Representative at Cetera Investment Advisers LLC. Raymond has been in the financial services industry since 1992 and has a wide range of experience, having worked with a variety of firms. Raymond specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. Raymond holds the following licenses and designations: Series 6, 62, 63, and SIE, as well as the Chartered Financial Consultant designation. Raymond is registered with the state of Georgia and 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.
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
GA
03/21/2024 - Present
Cetera Investment Advisers LLC (Marietta GA)
GA
06/28/2001 - 09/28/2023
MML INVESTORS SERVICES, LLC (LULA GA)
PA
10/07/1999 - 07/10/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
CO
08/22/1997 - 10/27/1999
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
07/31/1992 - 08/15/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 8/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/2004
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 5/19/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 7/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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