Raymond SaleebyCRD Number: 1052428
Current Firm: Cutter & Company, Inc.
Raymond Saleeby (CRD# 1052428) is an Investment Advisor Representative working at Cutter & Company, Inc. in Saint Louis, MO and has over 34 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Cutter And Company Brokerage, Inc.||Chesterfield, MO||Apr 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1982|
|S65||NASAA Investment Advisors Law Examination||Mar 2005|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management563MILLIONS
Total Number of Accounts2,100ACCOUNTS
Average Account Value$267,908
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IA, IL, IN, KS, KY, LA, MA, MO, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TX