Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Charles Chera is a financial advisor with over 13 years of experience in the industry. Raymond is currently registered with Osaic Wealth, Inc. and is licensed in Maryland, New Jersey, New York and Pennsylvania. Raymond has held previous positions with Woodbury Financial Services, Inc., Capital One Investing, LLC, Capital One Investment Services LLC, Morgan Stanley and National Securities Corporation. Raymond specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/19/2024 - Present
Osaic Wealth, Inc. (BROOKLYN NY)
NY
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BROOKLYN NY)
NY
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (BROOKLYN NY)
NY
11/20/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (BROOKLYN NY)
NY
04/20/2012 - 09/22/2014
MORGAN STANLEY (NEW YORK NY)
NY
11/18/2010 - 04/03/2012
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 05/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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