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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 Coscia is a financial advisor who has been in the industry since 1997. He is currently registered with Voya Financial Advisors, Inc. in Massachusetts, New York, and Texas. Raymond Coscia has worked for several firms throughout his career, including Voya Retirement Advisors, LLC, Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., Columbia Management Distributors, Inc., BACAP Distributors, LLC, Columbia Funds Distributor, Inc., and Putnam Mutual Funds Corp. Raymond Coscia is a Registered Representative and Investment Adviser Representative. He is also a Notary Public associated with the Commonwealth of Massachusetts. Raymond Coscia specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. He is registered to provide advisory services in all 50 states.
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.
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.
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
MA
11/10/2020 - Present
Voya Financial Advisors, Inc. (BRAINTREE MA)
MA
09/28/2016 - 10/26/2021
VOYA FINANCIAL PARTNERS, LLC (BRAINTREE MA)
CT
11/22/2013 - 09/28/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
RI
01/03/2012 - 03/08/2013
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
08/26/2009 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
08/20/2005 - 03/07/2009
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NC
10/13/2004 - 08/20/2005
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
MA
03/11/1997 - 10/15/2004
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
03/01/1996 - 04/14/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 12/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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