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. Powell is a financial advisor with over 40 years of experience in the financial services industry. Raymond is a Certified Financial Planner™ professional with a strong background in both investment and insurance. Raymond has worked with clients to help them achieve their financial goals and objectives for their entire career. He is currently registered with Cambridge Investment Research Advisors, Inc. and Woodbury Financial Services, Inc. He is also a Registered Representative and holds the Series 7, Series 24, and Series 63 securities licenses. Raymond specializes in providing financial planning, portfolio management and retirement planning 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.
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
FL
01/02/2018 - Present
Cambridge Investment Research Advisors, Inc. (Fort Lauderdale FL)
CT
10/05/2005 - 11/04/2011
WOODBURY FINANCIAL SERVICES, INC. (PROSPECT CT)
CA
08/01/2003 - 10/10/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
09/17/1982 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
08/17/1978 - 08/30/1982
P & I EQUITIES CORPORATION
BC
Issued 01/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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