Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Iozzo is a financial advisor with over 35 years of experience in the industry. Raymond currently works at Wells Fargo Clearing Services, LLC, where he provides investment advice and services to a wide range of clients. Before joining Wells Fargo, Raymond worked at a number of other firms, including A.G. Edwards & Sons, Inc., Wachovia Securities, LLC, and Bear, Stearns & Co. Inc. Raymond has a strong background in financial planning and investment management and is committed to helping his clients achieve their financial 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.
Investment consulting services to institutional clients
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.
1
2
IL
07/03/2014 - Present
Wells Fargo Clearing Services, LLC (NAPERVILLE IL)
IL
06/23/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NAPERVILLE IL)
MO
01/13/1992 - 06/26/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NA
12/07/1990 - 03/14/1991
WHITEHOUSE & MOORE INVESTMENTS, INC.
NY
05/02/1989 - 05/25/1990
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
03/14/1989 - 05/12/1989
U.S. ADVISORS, INC.
NA
12/02/1988 - 02/23/1989
ALLIED CAPITAL GROUP, INC.
NA
01/04/1988 - 12/05/1988
GREENTREE SECURITIES CORP.
NA
07/26/1985 - 02/03/1988
BROOKS WEINGER ROBBINS & LEEDS INC.
NA
02/21/1985 - 06/24/1985
BLINDER, ROBINSON & CO.,INC.
BC
Issued 04/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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