Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Ferry is a financial advisor who has been in the industry since June 27, 2011. Raymond is currently registered with TD Private Client Wealth LLC, and has offices in Exton, PA and Marlton, NJ. Raymond is also registered as an Investment Advisor Representative in California, Connecticut, Delaware, Florida, New Jersey, New York, and Pennsylvania. Previously Raymond worked for Raymond James Financial Services, Inc. in Conshohocken, PA and Pacer Financial, Inc. in Paoli, PA. Raymond holds Series 7, 63, and 65 licenses. Raymond has a broad range of experience in financial planning and investment management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/24/2021 - Present
TD Private Client Wealth LLC (EXTON PA)
PA
08/01/2014 - 02/17/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
PA
06/22/2011 - 07/31/2014
PACER FINANCIAL, INC. (PAOLI PA)
IA
Issued 07/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Raymond Ferry is the right advisor for you? Invested Better is here to help.
