Unclaimed
Raymond Paul Bardoul is a financial professional with over 30 years of experience in the financial services industry. Raymond currently works with Cetera Investment Advisers LLC. Raymond is registered to provide investment advice in Georgia and Texas. Raymond has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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 08/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2004
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/19/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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