Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond John Dimeo is a financial advisor with over 20 years of experience in the financial services industry. Raymond has been with Wells Fargo Clearing Services, LLC since 2012 and provides investment advice to a range of clients including individuals, corporations, and institutions. Before joining Wells Fargo, Raymond was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc.
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.
Investment consulting services to institutional clients
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.
1
2
FL
03/19/2012 - Present
Wells Fargo Clearing Services, LLC (TAMPA FL)
FL
10/23/2009 - 03/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
FL
01/30/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)
NY
04/24/2000 - 02/03/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Raymond Dimeo is the right advisor for you? Invested Better is here to help.
