linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Raymond Arthur Echevarria

Ernst & Young Investment Advisers LLP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Raymond? Claim Your Profile

About Raymond Arthur Echevarria

Raymond Echevarria is an Investment Advisor Representative with Ernst & Young Investment Advisers LLP. Raymond has been in the industry since 1994 and has a Series 63, Series 65, Series 7 and Series 55 licenses. Raymond has held previous positions with Hold Brothers On-Line Investment Services L.L.C., On-Line Investment Services, Inc., Shamrock Financial Services and Russo Securities Inc. Raymond is located in SECAUCUS, New Jersey.

Firm Information

Raymond Echevarria is currently registered with Ernst & Young Investment Advisers LLP. Ernst & Young Investment Advisers LLP is an investment advisor based in SECAUCUS, NJ. They provide financial planning, educational seminars and publication of periodicals. They primarily serve corporations or other businesses and have 37 clients of this type. They have 160 employees and do not have any regulatory assets under management.
Ernst & Young Investment Advisers LLP

200 PLAZA DRIVE

SECAUCUS, NJ 07094

Not reported

Assets Under Management

37

Total Clients

134

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Raymond Echevarria’s Registration & Firm History

NJ

04/18/2011 - Present

Ernst & Young Investment Advisers LLP (SECAUCUS NJ)

NJ

01/10/2005 - 12/23/2010

HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (JERSEY CITY NJ)

NY

07/30/1998 - 09/02/1998

ON-LINE INVESTMENT SERVICES, INC. (NEW YORK NY)

NY

06/05/1995 - 07/30/1998

SHAMROCK FINANCIAL SERVICES (LAKE SUCCESS NY)

NY

02/07/1995 - 06/26/1995

ON-LINE INVESTMENT SERVICES, INC. (NEW YORK NY)

NA

05/02/1995 - 05/24/1995

SHAMROCK FINANCIAL SERVICES

NY

04/19/1994 - 03/10/1995

SHAMROCK FINANCIAL SERVICES (LAKE SUCCESS NY)

NY

04/11/1994 - 04/26/1994

RUSSO SECURITIES INC. (STATEN ISLAND NY)

Not sure if Raymond Arthur Echevarria is right for you?

Licenses & Designations

IA

Issued 04/16/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/07/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/04/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Arthur Echevarria.
Not sure if Raymond Arthur Echevarria is right for you?