Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Blunk is a financial advisor who has been in the industry since 1990. Raymond is currently registered with Osaic Wealth, Inc. and is a licensed securities agent in Indiana. Raymond has experience with a wide range of financial products and services, including fixed insurance products, general securities, and mutual funds. Raymond has worked with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. In addition to his experience in financial advising, Raymond also has experience as a President of a financial group.
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.
1
2
IN
11/02/2018 - Present
Osaic Wealth, Inc. (CARMEL IN)
IN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CARMEL IN)
IN
07/01/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CARMEL IN)
IN
08/27/1990 - 07/19/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
DE
03/27/1990 - 07/25/1990
PML SECURITIES COMPANY (NEWARK DE)
BC
Issued 01/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1991
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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