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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 Dewar is a financial advisor with TD Private Client Wealth LLC. Raymond has been in the industry since 2001. Raymond holds the Series 6, 7, 63, and 65 licenses. Raymond also holds the SIE license. Raymond has been registered with TD Private Client Wealth LLC since 2021. Previous to that, Raymond was registered with J.P. Morgan Securities LLC from 2016 to 2018 and Morgan Stanley Smith Barney from 2011 to 2012. Raymond specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and investment companies. Raymond also serves as an owner of an eBay store selling auto parts.
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.
A percentage of the total value of assets under management is charged.
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NJ
06/30/2022 - Present
TD Private Client Wealth LLC (Succasunna NJ)
NJ
11/14/2016 - 12/14/2018
J.P. MORGAN SECURITIES LLC (MOUNT FREEDOM NJ)
PA
08/04/2011 - 06/14/2012
MORGAN STANLEY SMITH BARNEY (ALLENTOWN PA)
GA
08/17/2001 - 06/06/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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