Unclaimed
Raymond Nelson Jr is a financial advisor with MML Investors Services, LLC. Raymond has been in the industry since 1997 and is licensed in several states. Raymond has experience in several areas including financial planning, portfolio management for individuals and businesses, pension consulting, and asset allocation programs. Raymond is also a Certified Financial Planner.
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.
Asset allocation programs
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.
Solicitors fees
1
2
GA
03/25/2017 - Present
MML Investors Services, LLC (ATLANTA GA)
NY
06/25/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
09/28/2004 - 07/02/2012
AXA ADVISORS, LLC (NEW YORK NY)
IL
01/01/1997 - 05/19/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 01/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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