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50,030 Results
Unclaimed

Prospera Financial Services, Inc.

location

Metairie, LA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Thompson is a financial advisor with Prospera Financial Services, Inc. Raymond has been in the industry since 1981. Raymond holds a Series 63 and Series 65 license. Raymond is registered in the state of Louisiana. Raymond is a financial advisor with over 40 years of experience. Raymond specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses, charitable organizations, and pooled investment vehicles. Raymond is also an officer and president of Save Harahan, a non-investment related business.

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

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

Whitestar Asset Management LLC

location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Raymond William Sperring is an investment advisor representative for Whitestar Asset Management LLC. Raymond Sperring has been in the industry since 2012 and has worked at Triumph Savings Bank, SSB and Triumph Capital Advisors. Raymond Sperring is registered in Texas and has been with the firm since 2013. Raymond Sperring's firm has over $3.99 billion in regulatory assets under management. The firm focuses on portfolio management for businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hsbc Securities (usa) Inc.

location

NEW YORK CITY, NY

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Charles Samori is a registered representative with HSBC Securities (USA) Inc. in New York City, New York. Raymond has been in the financial services industry since July 27, 1998. Prior to his current role, he was employed by Nomura Securities International, Inc. and Barclays Capital Inc. Raymond holds the Series 7 and SIE licenses. His specializations include securities, investment advisory, and financial planning.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments | CFA ® (Certifications)

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Raymond Chen is a financial advisor with over five years of experience. Raymond is a Chartered Financial Analyst and currently works for Fisher Investments. Raymond has a Series 65 license and is registered to provide investment advice in California, Florida, and Texas. Raymond has been with Fisher Investments since 2018. In addition to his role at Fisher Investments, Raymond has also worked for various other organizations, including the University of Florida, Aeon Life Insurance, and Starting Right Now. Raymond provides financial planning and portfolio management services to individuals, businesses, and investment companies. Raymond specializes in providing investment advice to high net worth individuals, corporations, and investment companies. Raymond is passionate about helping individuals achieve their financial goals.

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

CHICAGO, IL

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Francis Coyne is a financial advisor with over 30 years of experience in the industry. Raymond is a registered representative with Oppenheimer & Co. Inc. Raymond has held previous positions with Hutchinson, Shockey, Erley & Co., BANC ONE CAPITAL MARKETS, INC., William Blair & Company L.L.C., and Stern Brothers & Co.. Raymond's areas of expertise include providing financial planning and investment advice to individuals and businesses. Raymond holds several professional licenses, including the Series 7, Series 10, Series 24, and Series 50.

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

Corient | CFP ® (Certifications)

location

San Diego, CA

0 Disclosures

ADVISOR BIO

Raymond Mark Wernig is a Certified Financial Planner™ professional with extensive experience in the financial industry. Raymond is currently registered as an Investment Advisor Representative with Corient, a firm that provides a variety of investment advisory services. With experience at Dowling & Yahnke, LLC and Corient, Raymond brings a wealth of knowledge and expertise to his clients.

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
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Aristotle Capital Management, LLC

location

LOS ANGELES, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Bertrand is a financial advisor with over 25 years of experience in the industry. Raymond currently works at Aristotle Capital Management, LLC, a firm with a strong focus on investment management for various client types, including corporations, individuals, and pooled investment vehicles. Prior to joining Aristotle Capital Management, LLC, Raymond worked at IMST Distributors, LLC. Raymond holds both Series 66 and Series 63 licenses and is registered to provide investment advisory services in California, Nevada, and Arizona.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFA ® (Certifications)

location

ST. LOUIS, MO

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Breckenkamp is a financial advisor at Stifel, Nicolaus & Company, Inc. based in St. Louis, Missouri. Raymond has been in the financial services industry since June 2014. Raymond has passed the Series 66, Series 7 and SIE exams. Raymond has specialized knowledge in the areas of financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Raymond has a strong track record of success in the financial services industry.

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

Oppenheimer & Co. Inc.

location

SARASOTA, FL

experience

33 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Raymond Lewis Dinkel is an Investment Advisor Representative with Oppenheimer & Co. Inc. located in Sarasota, Florida. Raymond has been in the industry since May 4, 1992. He is registered with the state of Florida and Pennsylvania and has a background in providing financial and investment advice to a wide range of clients. Prior to joining Oppenheimer & Co. Inc., Raymond held positions at various other financial institutions, including PNC INVESTMENTS, J.J.B. HILLIARD, W.L. LYONS, INC., MORGAN STANLEY DW INC., PRUDENTIAL SECURITIES INCORPORATED, WHEAT, FIRST SECURITIES, INC., and FEDERATED SECURITIES CORP. Raymond has a deep understanding of the financial markets and a proven track record of success.

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

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