Unclaimed
Raymond Noel is a financial advisor with over 20 years of experience in the financial services industry. Raymond has been a registered representative with LPL Financial LLC since 2007 and has a Series 6, 7, 24, 63, and 65 licenses. Raymond has a strong understanding of investment strategies and provides a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Raymond is dedicated to providing his clients with personalized financial advice and helping them 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.
Consulting and other non-discretionary advisory services
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.
1
2
NH
07/27/2007 - Present
LPL Financial LLC (MANCHESTER NH)
NH
11/14/2003 - 12/31/2007
MUTUAL SERVICE CORPORATION (MANCHESTER NH)
MA
01/29/1998 - 11/14/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 08/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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