Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Erwin Llewellyn is a Certified Financial Planner and Chartered Financial Analyst registered in Michigan with Cerity Partners LLC. Raymond has been in the industry since February 2014, previously working with RIM Securities LLC. Cerity Partners LLC is a large advisory firm with over $80 billion in assets under management, serving a range of clients including individuals, families, businesses, and institutions. The firm's advisory services include financial planning, portfolio management, and pension consulting. Raymond is committed to providing personalized financial advice and working with clients to achieve their long-term goals.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
04/30/2023 - Present
Cerity Partners LLC (Grand Rapids MI)
MI
02/14/2014 - 02/08/2016
RIM SECURITIES LLC (GRAND RAPIDS MI)
BOTH
Issued 05/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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