Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond W. Mark is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Raymond has been in the securities industry since September 10, 2006. Raymond has a Series 66, Series 7 and SIE license and is registered in 20 states and is a Certified Financial Planner. Raymond is also active as an insurance agent and owner of two separate companies. Raymond has held previous positions at INVEST FINANCIAL CORPORATION and AIG FINANCIAL ADVISORS, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IN
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (CARMEL IN)
IN
11/13/2008 - 01/22/2015
INVEST FINANCIAL CORPORATION (GREENWOOD IN)
IN
09/11/2006 - 11/18/2008
AIG FINANCIAL ADVISORS, INC. (GREENWOOD IN)
BOTH
Issued 10/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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