Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Bolleia is a registered investment advisor representative with Private Advisor Group, LLC. Raymond has been in the securities industry for over 40 years and has experience with various firms, including Ameriprise Financial Services, LLC, Citigroup Global Markets Inc., Lehman Brothers Inc., and Drexel Burnham Lambert Incorporated. Raymond specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. He is also experienced in working with high-net-worth individuals, corporations, and charitable organizations. Raymond Bolleia is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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.
Solicitation/referral
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/referral fees
1
2
NJ
12/17/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NJ
10/05/2009 - 07/29/2021
AMERIPRISE FINANCIAL SERVICES, LLC (SADDLE BROOK NJ)
NJ
05/01/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SADDLEBROOK NJ)
NJ
07/31/1993 - 05/20/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NY
02/19/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/05/1984 - 03/02/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
08/04/1983 - 05/21/1984
ROSENKRANTZ, EHRENKRANTZ, LYON & ROSS INCORPORATED
NA
05/24/1982 - 07/25/1983
BLINDER, ROBINSON & CO.,INC.
BC
Issued 08/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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