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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Christopher Corney has been in the financial industry since 1994. Raymond is currently registered with Morgan Stanley and has been with them since 2009. Previously, Raymond has worked with CITIGROUP GLOBAL MARKETS INC., TD AMERITRADE, INC., KENNEDY, CABOT & CO., WHALE SECURITIES CO., L.P., and PAINEWEBBER INCORPORATED. Raymond has experience in a number of areas, including portfolio management for individuals, portfolio management for investment companies, portfolio management for businesses, and financial planning. Raymond holds a number of licenses and certifications, including Series 7, Series 8, Series 9, Series 10, Series 24, Series 31, Series 63, and Series 65. Raymond is registered in 53 states and the District of Columbia.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/19/2020 - Present
Morgan Stanley (Carlsbad CA)
CA
12/15/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CARLSBAD CA)
CA
11/07/1997 - 12/04/2006
TD AMERITRADE, INC. (CARLSBAD CA)
CA
03/22/1995 - 11/07/1997
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
NY
07/12/1994 - 11/03/1994
WHALE SECURITIES CO., L.P. (NEW YORK NY)
NJ
07/01/1994 - 07/07/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
05/02/1994 - 05/27/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/06/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/18/1996
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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