Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Julian is a financial advisor with over 39 years of experience in the industry. Raymond is currently registered with B. Riley Wealth Advisors, Inc. and has previously been registered with National Securities Corporation, Winslow, Evans & Crocker, Inc., Compass Securities Corporation, Invest Financial Corporation, and NEL Equity Services Corporation. Raymond is a Certified Financial Planner and holds several licenses and certifications, including Series 7, Series 6, Series 24, Series 53, Series 52TO, Series 79TO, and SIE. Raymond is also a registered investment advisor in Massachusetts.
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
MA
03/24/2021 - Present
B. Riley Wealth Advisors, Inc. (WINTHROP MA)
MA
03/23/2021 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOSTON MA)
MA
07/05/2006 - 03/24/2021
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
04/01/1991 - 07/05/2006
COMPASS SECURITIES CORPORATION (QUINCY MA)
WI
05/21/1986 - 03/20/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
07/28/1983 - 07/08/1986
NEL EQUITY SERVICES CORPORATION
BC
Issued 09/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/08/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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