Raymond Singh

Current Employers

Employment History

• 06/2012 → Present
  Innovative Retirement Solutions, Pllc
  Scottsdale, AZ
• 01/2025 → 09/2025
  Avantax Investment Services Inc
  Scottsdale, AZ
• 01/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Scottsdale, AZ
• 01/2025 → 09/2025
  Avantax Advisory Services
  Scottsdale, AZ
• 06/2012 → Present
  Innovative Retirement Solutions, Pllc
  Scottsdale, AZ
• 11/2024 → 09/2025
  Avantax Insurance Agency And / For Avantax Insurance Services
  Scottsdale, AZ
• 06/2012 → Present
  Innovative Retirement Solutions, Pllc
  Scottsdale, AZ
• 11/2024 → 09/2025
  Avantax Insurance Agency And / For Avantax Insurance Services
  Scottsdale, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Scottsdale, AZ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2005 → 01/2025
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Scottsdale, AZ

Previous Registrations

• 2025-06-09 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Scottsdale, AZ
• 2012-12-10 → 2022-12-31
  Lpl Financial Llc
  Scottsdale, AZ
  Scottsdale, AZ
  Pasco, WA
  Scottsdale, AZ

Other Businesses

1) INNOVATIVE RETIREMENT SOLUTIONS, PLLC POSITION: Member NATURE: Provide Financial Services Wealth management Estate & Trust planning Education Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/28/2012 ADDRESS: 10565 N. 114th ST., Ste. 102, Scottsdale AZ 85259, United States DESCRIPTION: Meet with clients, do the due diligence and fact finding. Do the risk evaluation & develop a unique portfolio for that client. In the follow up meeting, present the initial plan, and discuss other needs that may arise. Check the life, disability and NH insurance needs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-07
• S63 Uniform Securities Agent State Law Examination
  1998-09-28