Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Seward Perkins is a financial advisor with over 20 years of experience in the industry. Raymond is currently registered with Osaic Wealth, Inc. and is located in Charlotte, North Carolina. Raymond specializes in providing financial planning, pension consulting, and portfolio management services. Raymond has previously worked for Securities America, Inc., Investcorp, Inc., NFP Advisor Services, LLC, and Signator Investors, Inc.
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
NC
06/14/2024 - Present
Osaic Wealth, Inc. (Charlotte NC)
NC
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Charlotte NC)
NC
01/05/2016 - 07/17/2020
INVESTACORP, INC. (Charlotte NC)
NC
04/28/2014 - 12/31/2015
NFP ADVISOR SERVICES, LLC (CHARLOTTE NC)
NC
02/21/2003 - 11/05/2013
SIGNATOR INVESTORS, INC. (RALEIGH NC)
MA
04/15/2002 - 11/27/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 06/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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