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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raj? Claim Your ProfileRaj Morey is a financial advisor registered with Citigroup Global Markets Inc. Raj has over 20 years of experience in the financial services industry. Raj specializes in providing asset allocation advice, financial planning, and portfolio management for businesses and individuals. Raj has also been registered with other firms in the past, including PNC Capital Markets LLC, J.P. Morgan Securities LLC, Macquarie Capital (USA) Inc., and Giuliani Capital Advisors LLC. Raj has a strong understanding of the financial markets and is committed to providing his clients with personalized advice and investment strategies.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/29/2024 - Present
Citigroup Global Markets Inc. (IRVINE CA)
PA
08/27/2021 - 12/07/2023
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
CA
05/24/2018 - 06/16/2021
J.P. MORGAN SECURITIES LLC (IRVINE CA)
CA
05/16/2007 - 08/15/2008
MACQUARIE CAPITAL (USA) INC. (LOS ANGELES CA)
CA
02/04/2002 - 04/20/2007
GIULIANI CAPITAL ADVISORS LLC (LOS ANGELES CA)
BC
Issued 06/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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