Unclaimed
Raymond Elwood Torrance is a financial advisor with over 20 years of experience. Raymond currently works at Osaic Wealth, Inc., where he specializes in financial planning, pension consulting, educational seminars, and portfolio management. He holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Previously, Raymond worked at Securities America, Inc., Investcorp, Inc., USAllianz Securities, Inc., Directed Services, Inc. and Legg Mason Wood Walker, Incorporated. Raymond is registered with the state of New Jersey and Pennsylvania.
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.
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
06/14/2024 - Present
Osaic Wealth, Inc. (RADNOR PA)
PA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (RADNOR PA)
PA
04/18/2016 - 07/17/2020
INVESTACORP, INC. (KING OF PRUSSIA PA)
MN
05/04/2004 - 05/14/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
PA
01/11/2001 - 09/17/2002
DIRECTED SERVICES, INC. (WEST CHESTER PA)
MD
10/12/1999 - 03/15/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 05/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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