Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Richard Forster is a financial advisor with over 30 years of experience in the financial services industry. Raymond is registered with Raymond James Financial Services Advisors, Inc. and holds a Series 65 and Series 63 license. Raymond specializes in working with high-net-worth individuals, corporations, and other businesses. Raymond is also a registered investment advisor representative.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
06/27/2023 - Present
Raymond James Financial Services Advisors, Inc. (Newton MA)
MA
08/29/2011 - 06/13/2023
UBS FINANCIAL SERVICES INC. (PEABODY MA)
MA
05/04/2007 - 08/30/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (WAKEFIELD MA)
MA
04/02/2007 - 05/07/2007
MORGAN STANLEY & CO., INCORPORATED (DANVERS MA)
MA
08/24/2000 - 04/02/2007
MORGAN STANLEY DW INC. (DANVERS MA)
MA
02/10/1994 - 08/31/2000
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MD
10/17/1990 - 02/08/1994
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/04/1988 - 10/19/1990
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
05/22/1986 - 11/29/1988
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 04/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1985
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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