Unclaimed
Raymond Gettins is a financial advisor with over 30 years of experience in the industry. Raymond is currently registered with United Advisor Group as a Registered Investment Advisor. Raymond has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Raymond specializes in providing financial planning, portfolio management, and investment advisory services to individuals and families.
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.
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
OH
02/03/2023 - Present
United Advisor Group (CINCINNATI OH)
OH
10/12/2022 - 06/16/2023
SILVER OAK SECURITIES, INCORPORATED (Wyoming OH)
OH
10/16/2017 - 09/21/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Cincinnati OH)
OH
02/13/2017 - 10/17/2017
INVEST FINANCIAL CORPORATION (CINCINNATI OH)
CO
10/30/2012 - 09/15/2015
CURIAN CLEARING, LLC (DENVER CO)
OH
09/26/2011 - 11/01/2012
ONEAMERICA SECURITIES, INC. (CINCINNATI OH)
OH
05/14/2010 - 09/09/2011
WRP INVESTMENTS, INC. (CINCINNATI OH)
OH
11/24/2009 - 05/14/2010
TRIAD ADVISORS, INC. (CINCINNATI OH)
CA
06/07/2001 - 11/04/2009
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
IN
05/13/1999 - 05/16/2001
CONSECO EQUITY SALES, INC. (CARMEL IN)
OH
03/15/1996 - 04/19/1999
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
CA
02/14/1995 - 02/23/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
11/25/1991 - 04/23/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/25/1991 - 04/23/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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