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 Vandegrift is a financial advisor at Equitable Advisors, LLC, with a branch office in Bala Cynwyd, PA. Raymond Charles Vandegrift is registered with 7 states, including California, Delaware, Georgia, New Jersey, Pennsylvania, and Washington. Raymond Charles Vandegrift has been in the financial services industry for 5 years. Raymond Charles Vandegrift has passed the Series 7, Series 63, Series 66, and SIE exams.
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.
1
2
PA
10/16/2024 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
BOTH
Issued 09/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Raymond Vandegrift is the right advisor for you? Invested Better is here to help.
