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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 Williamson is a financial advisor with Citigroup Global Markets Inc. located in Uniondale, NY. Raymond has been a registered financial advisor for over 30 years, and has worked for Citigroup Global Markets Inc. since 2007. Raymond is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, 7, 10, 24, and 65 licenses. Raymond specializes in asset allocation advice, financial planning, pension consulting, and publication of periodicals. Raymond has expertise in working with individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other 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.
Asset allocation advice
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
NY
12/06/2012 - Present
Citigroup Global Markets Inc. (Uniondale NY)
NY
06/01/1992 - 05/29/2007
CITICORP INVESTMENT SERVICES (LARCHMONT NY)
NA
09/25/1990 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NA
05/30/1990 - 10/03/1990
LANDMARK BROKERAGE SERVICES, INC.
NJ
02/14/1989 - 05/31/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 09/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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