Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Edward Beloin is a financial professional with over 30 years of experience in the financial services industry. Raymond is currently a Registered Representative and Investment Advisor Representative at LPL Financial LLC. Raymond has worked at LPL Financial since October 2011 and has a broad range of experience with previous roles at UVEST Financial Services Group, Inc., Webster Investment Services, Inc., Liberty Securities Corporation, Nutmeg Securities, Ltd., Main Street Management Company, Edward D. Jones & Co., L.P., Polaris Financial Services, Inc., Pruco Securities Corporation and The Prudential Insurance Company of America. Raymond holds the Series 6, 7, 24, 63, and 65 securities licenses, as well as the SIE exam. Raymond is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
Consulting and other non-discretionary advisory services
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
CT
05/12/2023 - Present
LPL Financial LLC (WEST HARTFORD CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (BRISTOL CT)
CT
07/15/1999 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (BRISTOL CT)
NY
04/04/1997 - 07/15/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
12/02/1996 - 03/28/1997
NUTMEG SECURITIES, LTD. (NEW YORK NY)
MA
11/21/1994 - 07/10/1996
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
MO
07/27/1994 - 09/08/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NH
05/27/1994 - 07/11/1994
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NJ
06/21/1990 - 10/16/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/21/1990 - 10/16/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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