Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudio? Claim Your ProfileClaudio Ravinet is a financial advisor at New Edge Wealth, a firm based in Stamford, CT. Claudio has been in the industry since 1998 and holds a Series 63, Series 65, Series 7, Series 9 and Series 10 license. Claudio specializes in providing financial planning, portfolio management, and pension consulting services to individual investors and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
01/28/2022 - Present
NEW Edge Wealth (STAMFORD CT)
FL
12/01/2006 - 02/15/2022
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
06/15/2006 - 12/07/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)
FL
09/27/2000 - 06/08/2006
LEHMAN BROTHERS INC. (MIAMI FL)
NY
04/16/1998 - 09/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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