Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Grenier is a financial advisor with over 30 years of experience in the industry. Raymond has a wide range of experience working with a diverse clientele, including high-net-worth individuals, businesses, and charitable organizations. Raymond is currently registered with Bolton Securities Corp., where he provides financial planning, portfolio management, and other advisory services. Raymond also has a life, health, and disability insurance license.
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.
Earned based on transactions or products sold.
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.
1
2
MA
03/31/2006 - Present
Bolton Securities Corp. (BOLTON MA)
NA
05/20/1991 - 10/16/1995
DELTA EQUITY SERVICES CORPORATION
FL
01/22/1986 - 06/21/1991
BREWSTER SECURITIES INC. (BELLEAIRE BEACH FL)
BOTH
Issued 03/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 06/07/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/01/1993
Series 4 - Registered Options Principal Examination
BC
Issued 05/21/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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