Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Sarinelli is a registered representative with Avantax Advisory Services, a financial services firm located in Mount Arlington, NJ. Raymond has been in the industry since June 2018, and holds the Series 66, Series 7, and SIE licenses. Raymond is registered in several states, including Florida, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Virginia, and Washington. Raymond is a part of the Nisivoccia, LLP firm and has been involved in wealth management for several years. He provides services like financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Raymond also provides investment services through 1st Global Capital Corp., which is a separate firm. He is a part of wealthspring Financial Partners LLC, an acquisition vehicle for various financial services and tax practices.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
10/25/2019 - Present
Avantax Advisory Services (MOUNT ARLINGTON NJ)
NJ
06/20/2018 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (MOUNT ARLINGTON NJ)
BOTH
Issued 07/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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