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RH

Raymond F. Housteau

SAXONY SECURITIES
Boardman, OH 44512
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CRD#: 1437635
RH

Professional summary


Raymond Felix Housteau is a registered financial professional currently at SAXONY SECURITIES, INC. located in Boardman, Ohio.

Raymond is registered as a RR (Registered Representative) and started their career in finance in 1986. Raymond has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Raymond Felix Housteau's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 30, 2010 - Present

SAXONY SECURITIES, INC.

Office #1: 850 Boardman Canfield Rd., Boardman, OH 44512
BD
CRD#: 115547
Boardman, OH
Past

August 1, 2008 - July 30, 2010

NATIONWIDE SECURITIES, LLC

RIA
CRD#: 11173
BOARDMAN, OH
Past

August 1, 2008 - July 30, 2010

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
BOARDMAN, OH
Past

May 10, 2006 - August 1, 2008

1717 CAPITAL MANAGEMENT COMPANY

RIA
CRD#: 4082
BOARDMAN, OH
Past

February 9, 2006 - August 1, 2008

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
BOARDMAN, OH
Past

July 6, 1994 - February 10, 2006

CAPITAL SECURITIES OF AMERICA, INC.

BD
CRD#: 36405
BOARDMAN, OH
Past

May 3, 1991 - June 22, 1994

CLEARING SERVICES OF AMERICA, INC.

BD
CRD#: 23623
ST. LOUIS, MO
Past

January 10, 1986 - May 3, 1991

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/30/2010)
RR
Florida
(7/30/2010)
RR
Georgia
(7/30/2010)
RR
Iowa
(1/29/2024)
RR
Kentucky
(4/19/2022)
RR
Michigan
(1/4/2022)
RR
New Jersey
(7/30/2010)
RR
New Mexico
(2/28/2022)
RR
North Carolina
(7/30/2010)
RR
Ohio
(7/30/2010)
RR
Oregon
(11/9/2015)
RR
Pennsylvania
(7/30/2010)
RR
South Carolina
(7/30/2010)
RR
Texas
(7/30/2010)
RR
Utah
(7/30/2010)
RR
Virginia
(3/23/2020)
RR
West Virginia
(7/30/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 2/5/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SS
SAXONY SECURITIES, INC.
SAXONY ADVISORS | SAXONY SECURITIES, INC. | SAXONY SECURITIES

CRD#: 115547 / SEC#: , 8-53490

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
11152 S Towne Square, St. Louis, MO 63123
Mailing Address
11152 S Towne Square, St. Louis, MO 63123
Phone number
(314) 963-9336
Established
Missouri since 07/13/2001
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SAXONY HOLDINGS, INC.SHAREHOLDER
CLARK, BRIAN LESLEYCFO4802438
GRIFFARD, RICHARD EDWARDPRESIDENT/CEO/DIRECTOR2472251
KLUMP, RYAN CHRISTOPHERCOO4762698
MATARAZZI, NATHAN DOMENICOFINOP, PFO AND POO4827090
PALOS, KURT ROBERTVICE PRESIDENT6063745
PFEIFFER, STEPHANIE ANNCCO2278515

Disclosures


Regulatory Event2
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SAXONY SECURITIES, INC.

CRD#: 115547Boardman, OH 44512

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