Raymond J. Shreder
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Raymond Joseph Shreder, who also goes by Ray Shreder, was a registered financial professional .
Raymond is a previously registered financial professional and started their career in finance in 1985. Raymond had worked at 11 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 10, 2015 - August 4, 2020
KERFOOT WEALTH MANAGEMENT, LLC
July 29, 2014 - November 13, 2015
CATHAY CONSULTANTS LTD.
November 7, 2011 - June 6, 2012
LANDMARK ADVISORS NEVADA
April 6, 2005 - December 16, 2013
FORTITUDE ADVISORY GROUP L.L.C.
January 15, 2004 - April 7, 2005
SHREDER INVESTMENT CONSULTING GROUP L.L.C
January 13, 2004 - December 31, 2006
ARGENTUS SECURITIES, LLC
December 5, 2002 - January 20, 2004
WELLS FARGO INVESTMENTS, LLC
June 15, 2001 - January 20, 2004
WELLS FARGO INVESTMENTS, LLC
September 12, 1995 - June 19, 2001
A. G. EDWARDS & SONS, INC.
July 31, 1993 - September 21, 1995
CITIGROUP GLOBAL MARKETS INC.
August 27, 1990 - July 31, 1993
LEHMAN BROTHERS INC.
April 27, 1985 - September 13, 1990
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
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Exams
Current Firm
KERFOOT WEALTH MANAGEMENT, LLC
CRD#: 169382 / SEC#:
Contact information
Red Flags
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