Unclaimed
Raymond Ciccarelli has been in the financial industry since 1972. Raymond is currently registered with Osaic Wealth, Inc. and Ciccarelli Advisory Services Inc.. Raymond has a wide range of experience in the financial industry, and is committed to providing his clients with the highest level of service. Raymond has worked with a variety of clients, including individuals, families, businesses, and institutions. Raymond 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.
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
NY
11/03/2023 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
FL
04/16/1984 - 11/03/2023
FSC SECURITIES CORPORATION (NAPLES FL)
NA
11/03/1982 - 04/27/1984
IDS MARKETING CORPORATION
NA
11/03/1982 - 04/27/1984
IDS/AMERICAN EXPRESS INC.
NA
01/10/1979 - 02/24/1983
WISE PLANNING CORP.
NA
11/01/1976 - 08/20/1979
SECURITY INVESTMENT SERVICES CORP.
NA
11/13/1974 - 10/16/1975
FIRST JERSEY SECURITIES, INC.
NA
06/18/1974 - 12/11/1974
MAYFLOWER SECURITIES CO., INC.
NA
03/06/1974 - 06/01/1974
CUSHING CAPITAL CORPORATION
NA
11/15/1971 - 05/01/1974
CUSHING PLACE, INC.
BC
Issued 07/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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