Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Rhoades is an investment advisor representative with Raymond James Financial Services Advisors, Inc. based in Bryan, TX. Raymond has been in the financial industry since May 1998 and has held various positions at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and ARVEST ASSET MANAGEMENT. Raymond holds the Series 7, Series 63, Series 65, Series 66 and Series 31 licenses as well as the Series 24 principal license. He is also a Certified Financial Planner. Raymond provides financial management and planning services to clients.
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
TX
05/10/2010 - Present
Raymond James Financial Services Advisors, Inc. (BRYAN TX)
TX
09/30/2004 - 05/11/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
07/05/2001 - 10/01/2004
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
AR
04/22/1998 - 06/12/2001
ARVEST ASSET MANAGEMENT (ROGERS AR)
BOTH
Issued 12/07/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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