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Portfolio Management for Investment Companies Advisors
5,918 Results
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GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Randy Aranowitz is a financial advisor with over 37 years of experience in the securities industry. Randy has been registered with GWN Securities Inc. since February 2004. Randy is currently licensed as an Investment Advisor Representative in Florida and Pennsylvania. Randy has also been registered with the following firms: Money Concepts Capital Corp., PMG Securities Corporation, Royal Alliance Associates, Inc., Keogler, Morgan & Company, Inc., Aetna Life Insurance and Annuity Company, PEB Financial Group, Inc., The Lincoln National Life Insurance Company, Integrated Resources Equity Corporation, Lincoln Financial Advisors Corporation, Lincoln National Pension Insurance Company, Marketing One Securities, Inc., Berkshire Equity Sales, Inc., and New York Life Securities Corp. Randy holds a Series 6, Series 7, Series 22, Series 24, Series 63 and Series 66 licenses. Randy is also a registered Investment Advisor with the state of Florida and Pennsylvania. Randy specializes in financial planning, portfolio management, and market timing services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Harlan, IA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Randy Sefrit is a financial advisor currently associated with Cambridge Investment Research Advisors, Inc. Randy has been in the financial industry for over 20 years. Randy holds the Series 66, Series 7TO, and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Lake Oswego, OR

0 Disclosures

ADVISOR BIO

Ras Emerson Smith is a registered Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. in Lake Oswego, OR. Ras has been in the industry since 2018, and has a Series 65 license. Ras works with individuals, high-net-worth individuals, pension plans, and charitable organizations. Ras also provides financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

NEWTOWN, PA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Raul Calle is a financial advisor with over 39 years of experience in the industry. Raul is a Registered Representative of Cambridge Investment Research Advisors, Inc. and an Investment Advisor Representative of Cambridge Investment Research, Inc. Raul has a wide range of experience in providing financial advice and investment services to individuals and businesses. Raul is also a Chartered Financial Consultant and has held several leadership positions in the financial industry. Raul is a highly respected and experienced financial advisor who is committed to helping his clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | PFS ® (Certifications)

location

McLean, VA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Ravi Chavali Narayan is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Ravi has been active in the financial services industry since 2010. Ravi has a broad range of experience, including working with Summit Brokerage Services, Inc. and Fulcrum Securities, LLC. Ravi is registered with FINRA and holds the Series 7, Series 66, and SIE licenses. Ravi is also a Personal Financial Specialist. Ravi offers financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Ravi is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

SUNNYVALE, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Ravindranath Reddy Gondipalli is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Ravindranath is a registered investment advisor in California and Texas and has been in the industry since October 20, 2008. Ravindranath has experience with H.D. Vest Investment Services and SagePoint Financial. Ravindranath holds Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. In addition to providing financial services, Ravindranath is also involved in several other businesses, including real estate and tax preparation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

WILLIAMSBURG, VA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Ray Arthur Hanson is a financial advisor with Cambridge Investment Research Advisors, Inc. Ray has been in the financial services industry since 1985 and has held registrations in multiple states. Ray specializes in providing financial advice to individuals, families, and businesses. Ray holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. In addition to working with Cambridge, Ray is also an independent insurance agent for various insurance companies. Ray is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

FORT WORTH, TX

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ray Eugene Steward is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Fort Worth, TX. Ray has been in the financial services industry since 1989. Ray is registered with FINRA as a Registered Representative and is also registered as an Investment Advisor Representative in Texas. He has earned his Series 6, Series 63, and Series 65 licenses, along with the SIE. Ray also holds the Certified Financial Planner designation. Ray is currently registered with Cambridge Investment Research Advisors, Inc., and has previously worked with Hornor, Townsend & Kent, Inc., SWS Financial Services, Titan/Value Equities Group, Inc., Transamerica Financial Resources, Inc., and Transamerica Securities Sales Corporation. Ray's current firm specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Alpharetta, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Ray Daniel Dotson is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. with over 25 years of experience in the financial services industry. Ray is registered in 26 states and is also an Investment Advisor Representative with Cambridge Investment Research, Inc. Ray has a strong background in helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

HOUSTON, TX

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Ray Muecke is a financial advisor with over 30 years of experience in the industry. Ray is a Certified Financial Planner and has a series 6, 7, and SIE license. Ray is currently affiliated with Cambridge Investment Research Advisors, Inc. and has been with the firm since 2010. Ray has a strong background in financial planning, portfolio management and has experience working with high net worth individuals, individuals other than high net worth, pension and profit-sharing plans and state or municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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