Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond J. Petrilla is a financial advisor with J.p. Morgan Securities LLC. Raymond joined the firm in March of 2024, and has over 20 years of experience in the financial services industry. Raymond has a strong track record of helping clients achieve their financial goals. Prior to joining J.p. Morgan Securities LLC, Raymond worked at Hartford Funds Distributors, LLC, Hornor, Townsend & Kent, Inc. and Lincoln Financial Distributors, Inc. Raymond is also a Series 6, 7, 26, and 63 licensed professional.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
PA
03/27/2024 - Present
J.p. Morgan Securities LLC (Philadelphia PA)
PA
01/10/2019 - 04/19/2022
HARTFORD FUNDS DISTRIBUTORS, LLC (Wayne PA)
PA
10/21/2016 - 11/10/2017
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
PA
06/26/2003 - 09/26/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MA
11/27/2000 - 09/25/2002
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
01/29/1999 - 01/26/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 03/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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