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Raymond P

Series 63, Series 65

Portsmouth, NH

Odiorne Point Asset Management, LLC

Raymond Panek is a financial advisor at Odiorne Point Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Estate Planners of New England and People's Securities Inc. In addition to his advisory role, he is a licensed insurance agent offering life insurance and annuity solutions to clients when appropriate. Odiorne Point Asset Management provides discretionary portfolio management and investment advice primarily to individual investors, including retirement accounts. The firm uses a long-term approach with proprietary asset-allocation models and incorporates a range of investment vehicles including mutual funds, ETFs, fixed income, and annuities, operating under discretionary authority aligned with each client’s Investment Policy Statement.

Annuities
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Jeffrey S

Series 63, Series 65

Portsmouth, NH

Odiorne Point Asset Management, LLC

Jeffrey Sickler is a financial advisor with Odiorne Point Asset Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Estate Planners of New England and Santander Bank. In addition to his advisory work, he is a licensed producer for Athene and Nationwide Life and Annuity Insurance Company. Odiorne Point Asset Management provides discretionary portfolio management primarily for individual clients, focusing on asset allocation and ongoing portfolio monitoring based on documented investment policy statements. The firm employs proprietary asset-allocation models and emphasizes fundamental analysis within a small team managing approximately $66 million.

Annuities
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