Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Shawn Schwager is a financial advisor who has been in the industry since 2004. Raymond holds the Series 6, 7, 24, 26, 51, 63 and 65 licenses, as well as the SIE and Series 99TO licenses. Raymond is registered with First Command Advisory Services and has been employed with First Command Financial Services, Inc and First Command Financial Planning, Inc. He is a Certified Financial Planner and a Chartered Financial Consultant. Raymond specializes in providing financial planning and portfolio management services for individuals, corporations, charitable organizations and pension and profit-sharing plans.
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.
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
TX
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
MA
09/01/2003 - 02/17/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 12/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 02/05/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/26/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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