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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Melcher is a financial advisor with World Equity Group, Inc. Raymond has been working in the financial services industry since December 2018. Raymond is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, SIE, and Series 79 licenses. Raymond has experience in investment banking and providing financial advice to individuals and businesses. Previously, Raymond worked at JANNEY MONTGOMERY SCOTT LLC. Raymond specializes in financial planning, pension consulting, educational seminars, and portfolio management. Raymond is a trusted advisor and is committed to helping 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.
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2
PA
06/20/2019 - Present
World Equity Group, Inc. (Wyomissing PA)
MD
06/27/2018 - 01/03/2019
JANNEY MONTGOMERY SCOTT LLC (Baltimore MD)
BC
Issued 10/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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