Raymond Panek (CRD# 2259565) is an Investment Advisor Representative working at Odiorne Point Asset Management, LLC in Portsmouth, NH and has over 30 years of experience in the finance industry.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Odiorne Point Asset Management, LLC | Portsmouth, NH | Apr 2023 - Current | 1 |
| Estate Planners Of New England | Portsmouth, NH | Sep 2019 - May 2023 | 3 |
| People's Securities Inc. | Bridgeport, CT | Jan 2009 - Jun 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
- NH
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Total Assets Under Management42MILLIONS
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Total Number of Accounts120ACCOUNTS
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Average Account Value$350,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
ME, NH
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