Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Daniel Demarti is a financial advisor with over 40 years of experience in the financial services industry. Raymond is a registered representative of United Planners' Financial Services of America A Limited Partner. Raymond works with a wide range of clients, including individuals, families, and businesses. Raymond helps clients achieve their financial goals through a variety of services, including financial planning, investment management, and retirement planning.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
07/27/2012 - Present
United Planners' Financial Services OF America A Limited Partner (TROY MI)
MI
07/09/2012 - 07/26/2012
INVEST FINANCIAL CORPORATION (ALLEN PARK MI)
MI
07/07/2009 - 07/10/2012
ESSEX NATIONAL SECURITIES, INC. (TAYLOR MI)
MI
07/29/2008 - 07/14/2009
INVEST FINANCIAL CORPORATION (ALLEN PARK MI)
MI
01/25/2007 - 08/04/2008
MULTI-FINANCIAL SECURITIES CORPORATION (ALLEN PARK MI)
MI
09/07/2000 - 01/16/2007
LASALLE FINANCIAL SERVICES, INC. (TAYLOR MI)
NJ
01/20/1987 - 09/19/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
01/27/1982 - 09/16/1986
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
02/21/1982 - 09/12/1986
PRUCO SECURITIES CORPORATION
IA
Issued 12/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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