Verified recordFinancial Services

David Ray

Investment Adviser Representative at Cetera Investors at Oak Partners Inc

Based in St John, United States

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Seniority

Other

Department

Other

Location

St John

Industry

Financial Services

Company size

42

Contact information

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Email

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d•••••••@oakpartners.com

Phone

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Background

About David Ray

Hello, my name is David Ray and I am an Illinois/ Indiana Registered Investment Adviser Representative with Cetera Investors. I work in our Chicago branch office located in Lombard, IL. After graduating from Purdue University in 2003 with a degree in computer technology, I decided that I wanted a career that would give me the opportunity to help people and build lasting relationships. It was then that I decided to pursue a career in the financial services industry. Over the years I have worked with many different types of clients. I have worked with professionals ranging from school teachers to municipality employees, as well as business owners and professionals working at various profitable organizations. One goal remains constant among all of my clients: everyone wants to retire! Having the opportunity on a daily basis to help my clients create and work towards achieving their financial goals is incredibly rewarding. I work with my clients to discuss their personal retirement needs which allows me to create an income distribution strategy for their retirement. Planning for retirement can be stressful and overwhelming, which is why I do my best to assist in making that transition as comfortable as possible. Please feel free to contact me if you would like to discuss your financial goals or if you would be interested in attending one of our social security seminars. I also welcome the opportunity to work with employers to discuss scheduling financial literacy workshops for their employees. I can be reached at 630-705-1800 x246 or david.ray@ceterainvestors.com. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

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