Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Eugene Moreland is a financial advisor with over 20 years of experience in the financial services industry. Raymond currently works at D.a. Davidson & Co. Raymond has a broad range of experience in the financial services industry, having previously worked at firms such as FHN FINANCIAL SECURITIES CORP., BANC OF AMERICA SECURITIES LLC, ABN AMRO FINANCIAL SERVICES, INC., BANC ONE SECURITIES CORPORATION, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Raymond is a licensed securities professional and holds several industry certifications. Raymond specializes in providing financial advice and investment management services to individuals, families, and 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.
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.
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2
FL
11/30/2022 - Present
D.a. Davidson & Co. (Boca Raton FL)
FL
02/18/2004 - 10/26/2022
FHN FINANCIAL SECURITIES CORP. (Fort Lauderdale FL)
NY
09/07/2001 - 02/23/2004
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IL
05/23/2000 - 03/08/2001
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
02/01/1999 - 05/24/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
08/10/1998 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
04/16/1998 - 06/10/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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