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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 Sinkiewicz is an investment advisor representative at Morgan Stanley. Raymond has been in the industry since 1993 and has held previous roles at RBC CAPITAL MARKETS, LLC, UBS PAINEWEBBER INC. and OLDE DISCOUNT CORPORATION. Raymond has a wide range of experience and expertise in the financial services industry, with a focus on portfolio management, financial planning, and investment advisory services. Raymond is registered in multiple states including Texas, California, Florida, and New York. Raymond is dedicated to providing his clients with personalized financial advice and solutions that meet their individual needs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
TX
03/24/2014 - Present
Morgan Stanley (Houston TX)
TX
04/01/2002 - 03/17/2014
RBC CAPITAL MARKETS, LLC (HOUSTON TX)
NJ
10/03/1997 - 04/16/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MI
01/04/1993 - 10/02/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 09/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1998
Series 3 - National Commodity Futures Examination
BC
Issued 12/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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