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50,030 Results
Unclaimed

View Capital RIA, LP

location

DALLAS, TX

disclosure

6 Disclosures

ADVISOR BIO

Raymond Craig Brubaker is an Investment Advisor Representative at View Capital RIA, LP. Raymond has been working in the financial services industry since December 1, 1998. Raymond holds the following licenses: Series 2, Series 63, Series 65, Series 7, and SIE. Raymond has been registered with the state of Texas since August 24, 2011, and with the state of Louisiana since November 13, 2013. Raymond also has experience at VCA SECURITIES, LP, Bluffview Securities, L.P., Deutsche Bank Securities Inc., and DB Alex. Brown LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

CHICAGO, IL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Lombardi is an Investment Advisor Representative with William Blair, based in Chicago, Illinois. Raymond has been in the industry for over 14 years and holds a Series 7, Series 66, and SIE license. Raymond specializes in the following: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Selection of Other Advisers, and Financial Planning. Raymond is registered with the following states: Alabama, Arizona, California, Illinois, Indiana, Kansas, Michigan, Minnesota, Nevada, New Mexico, Ohio, Oklahoma, Wisconsin and Wyoming.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
EQUITY RESEARCH SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Raymond Ramirez is a registered Investment Advisor Representative at Fisher Investments. Raymond has been in the financial services industry since February 2012 and has experience with a variety of financial products and services. Raymond is licensed in Texas. Raymond previously worked at Waddell & Reed and Ivy Distributors, Inc.. Raymond is a dedicated professional who is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Oppenheimer & Co. Inc.

location

CHESTERFIELD, MO

experience

55 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Raymond Martin Faupel is a Registered Representative and Investment Advisor Representative at Oppenheimer & Co. Inc. with over 53 years of experience in the financial industry. Raymond holds several industry licenses and is registered in several states. Before Oppenheimer & Co. Inc., Raymond was employed at various financial firms such as CIBC WORLD MARKETS CORP., LEHMAN BROTHERS INC., and DREXEL BURNHAM LAMBERT INCORPORATED. Raymond provides financial planning, portfolio management for individuals and businesses, and selection of other advisors services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

A.g.p. / Alliance Global Partners

location

New York, NY

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Stuart Miller is a registered representative with A.g.p. / Alliance Global Partners. Raymond Stuart Miller has been in the industry since 1987. Raymond Stuart Miller is licensed in Florida, New Jersey, New York, and Ohio. Raymond Stuart Miller also has experience with AEGIS CAPITAL CORP., GUNNALLEN FINANCIAL, INC, M. H. MEYERSON & CO., INC., HASAN GROWNEY CO. INC., ALLEGIANCE SECURITIES, INC., J F LOWE & COMPANY INCORPORATED, WINSTON-FROST SECURITIES, INC., GREENTREE SECURITIES CORP., and BROOKS WEINGER ROBBINS & LEEDS INC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

WEST PALM BEACH, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Anaane is a financial professional with over 2 years of experience in the industry. Raymond is currently registered with Goldman Sachs & Co. LLC in West Palm Beach, FL. Raymond is licensed in 53 states and is also registered with FINRA and 25 other self-regulatory organizations. Raymond specializes in providing financial advice to individuals and businesses. Raymond's expertise includes financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

NEWPORT BEACH, CA

experience

28 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Raymond Dean Martin is a financial advisor with over 25 years of experience in the financial services industry. Raymond is currently registered with Stifel, Nicolaus & Company, Inc. in Newport Beach, CA. Raymond also holds registrations in Nevada and Texas. Before joining Stifel, Nicolaus & Company, Inc., Raymond was a financial advisor at Wells Fargo Clearing Services, LLC and Morgan Stanley & Co. Incorporated. Raymond specializes in providing financial planning, investment management, and pension consulting services to individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Brentwood, TN

0 Disclosures

ADVISOR BIO

Raymond Roland is a registered Investment Advisor Representative with Captrust, based in Brentwood, TN. Raymond is also a Registered Representative with Captrust. Raymond has been working in the financial services industry for over 20 years. Raymond holds the following licenses: Series 7, 63, 65, 24 and 27. Raymond was previously employed by TrustCore Investments LLC and Capwealth Investment Services, LLC. Raymond provides financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

D.a. Davidson & Co.

location

Boca Raton, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Eugene Moreland is a financial advisor with over 20 years of experience in the financial services industry. Raymond currently works at D.a. Davidson & Co. Raymond has a broad range of experience in the financial services industry, having previously worked at firms such as FHN FINANCIAL SECURITIES CORP., BANC OF AMERICA SECURITIES LLC, ABN AMRO FINANCIAL SERVICES, INC., BANC ONE SECURITIES CORPORATION, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Raymond is a licensed securities professional and holds several industry certifications. Raymond specializes in providing financial advice and investment management services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

AUGUSTA, GA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Brady is an investment advisor representative with Stifel, Nicolaus & Company, Inc. and has been in the financial services industry since 1992. Raymond Brady is licensed to provide investment advice and services in Alabama, California, Colorado, Florida, Georgia, Kentucky, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Raymond Brady is also registered as an investment advisor representative with the Securities and Exchange Commission (SEC). Raymond Brady is a Series 7, Series 24, Series 63, and Series 65 licensed financial professional. Raymond Brady has 30 years of experience working with clients in the financial services industry. Raymond Brady specializes in working with high net worth individuals, individuals other than high net worth, businesses, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, and pooled investment vehicles. Raymond Brady's firm, Stifel, Nicolaus & Company, Inc., is a full-service investment firm with offices nationwide. Raymond Brady's firm manages approximately $1 billion to $10 billion in assets for its clients. Stifel, Nicolaus & Company, Inc. provides financial planning, portfolio management, educational seminars, and other financial services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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