Unclaimed
Raymond Prophater is a registered Investment Advisor Representative with Persium Advisors, LLC. Raymond has been in the industry for over 23 years and has experience with various firms including SunTrust Investment Services, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Raymond has passed the Series 7, Series 24 and Series 63 and Series 65 examinations. Raymond's specializations include Business and/or Family Offices; Retirement Planning; Investment Advisory Services; Financial Planning; Business Exit Planning, and College Planning.
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.
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.
1
2
GA
01/12/2012 - Present
Persium Advisors, LLC (ATLANTA GA)
GA
12/10/2002 - 11/23/2010
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
MA
11/30/2000 - 11/01/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/30/2000 - 11/01/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
02/17/1999 - 09/14/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/17/1999 - 09/14/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Raymond Prophater is the right advisor for you? Invested Better is here to help.