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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Adam Menna is an Investment Advisor Representative with Verity Asset Management, Inc., located in Durham, North Carolina. Raymond Menna has been in the industry since 1990. Raymond Menna is registered in 11 states, and holds the Series 7, Series 6, Series 24, and Series 66 licenses, as well as the SIE designation. Raymond Menna is also a Certified Financial Planner. Raymond Menna provides financial planning, investment management services, and educational seminars to individuals, families, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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.
1
2
NC
01/18/2025 - Present
Verity Asset Management (DURHAM NC)
NY
08/12/2010 - 05/30/2019
PLANMEMBER SECURITIES CORPORATION (FARMINGVILLE NY)
NY
11/01/1990 - 08/19/2010
PRIME CAPITAL SERVICES, INC. (RONKONKOMA NY)
NY
05/16/2001 - 05/18/2005
MUTUAL CAPITAL CORP. (RONKONKOMA NY)
NA
10/10/1990 - 11/01/1990
PRIME CAPITAL SERVICES, INC.
NA
06/26/1989 - 10/17/1990
VANTAGE FINANCIAL SERVICES, INC.
BOTH
Issued 07/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1990
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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