Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Patraw is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Raymond Patraw has been in the securities industry for over 17 years. Raymond Patraw holds licenses for Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), Uniform Combined State Law Examination (Series 66), and Uniform Investment Adviser Law Examination (Series 65). Raymond Patraw is registered in 27 states including New York, Texas, Arizona, California, and more. Raymond Patraw was previously registered with Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.
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.
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.
1
2
NY
06/16/2021 - Present
Stifel, Nicolaus & Company, Inc. (DEWITT NY)
NY
01/01/2008 - 06/18/2018
WELLS FARGO CLEARING SERVICES, LLC (DEWITT NY)
NY
07/12/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DEWITT NY)
IA
Issued 10/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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