Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond McGrath is a financial advisor registered in both New Jersey and New York. Raymond has been in the financial services industry since 2006. Raymond is currently registered with Captrust, a firm with over 700 investment advisor representatives and $852 billion in assets under management. Prior to joining Captrust, Raymond worked at Cammack Larhette Brokerage, Inc. and MetLife Securities Inc. Raymond is also a Series 66, Series 7 and SIE licensed advisor. Raymond's specializations include retirement planning, college savings, estate planning and insurance.
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.
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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2
NY
02/28/2021 - Present
Captrust (New York NY)
NY
04/07/2015 - 07/07/2021
CAMMACK LARHETTE BROKERAGE, INC. (NEW YORK NY)
NJ
06/02/2006 - 02/12/2015
METLIFE SECURITIES INC. (SOMERSET NJ)
NJ
06/02/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SOMERSET NJ)
BOTH
Issued 07/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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