Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Dean Piccirillo is a financial advisor with over 30 years of experience in the financial services industry. Raymond is currently registered with Hbks Wealth Advisors and has been with the firm since 2009. Raymond holds the Series 6, 7, 24, 28, and 63 licenses, and has a Certified Financial Planner designation. Raymond has a proven track record of providing investment advice and financial planning services to individuals, families, and businesses.
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.
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
11/18/2005 - Present
Hbks Wealth Advisors (ERIE PA)
PA
10/03/2005 - 01/07/2009
SECURITIES AMERICA, INC. (ERIE PA)
OH
05/11/2001 - 10/05/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
AZ
07/07/1995 - 05/18/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
10/17/1990 - 07/19/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/20/1990 - 07/19/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 08/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2005
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 08/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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