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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 Brent Crandal is an Investment Advisor Representative with Morgan Stanley. Raymond Brent has been in the securities industry since September 4, 1976. Raymond Brent has been associated with Morgan Stanley since February 2012. Previously Raymond Brent was associated with WELLS FARGO ADVISORS, LLC, PRUDENTIAL SECURITIES INCORPORATED, PAINEWEBBER INCORPORATED, DREXEL BURNHAM LAMBERT INCORPORATED, KIDDER, PEABODY & CO. INCORPORATED, and NORTH AMERICAN MANAGEMENT, INC.. Raymond Brent has a Series 63 and a Series 65 license, and is registered to provide investment advice in California and Texas. Raymond Brent also holds a Series 7 and a Series 1 license. Raymond Brent's current firm, Morgan Stanley, provides investment advice to a wide range of clients including individuals, businesses, and institutions. Morgan Stanley offers a variety of financial services, including investment management, financial planning, and retirement planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
04/23/2020 - Present
Morgan Stanley (Newport Beach CA)
CA
07/01/2003 - 02/06/2012
WELLS FARGO ADVISORS, LLC (NEWPORT BEACH CA)
NY
05/26/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
06/12/1989 - 06/06/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/29/1986 - 06/08/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
05/01/1980 - 09/08/1986
KIDDER, PEABODY & CO. INCORPORATED
NA
09/02/1976 - 12/07/1980
NORTH AMERICAN MANAGEMENT, INC.
IA
Issued 04/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1980
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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