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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Walter Gutowski is a registered investment advisor representative with Gladstone Wealth Partners. Raymond has been in the industry since 2003 and has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Raymond holds the Series 66 and Series 7 licenses. Raymond is currently registered in New Hampshire, Rhode Island, and Texas. In addition to his role at Gladstone Wealth Partners, Raymond also works as a notary public.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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
FL
12/17/2021 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
RI
04/12/2005 - 08/03/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
03/29/2004 - 04/12/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
06/05/2003 - 03/01/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/05/2003 - 03/01/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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