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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 Podolla is a financial advisor with Fidelity Personal And Workplace Advisors. Raymond has over 20 years of experience in the financial services industry. Raymond is licensed to provide financial advice in 52 states and is a registered representative of FINRA. Raymond is also a registered investment advisor. Raymond has a strong understanding of the financial markets and can help clients develop a personalized financial plan. Raymond has experience providing financial advice to individuals, businesses and organizations. Raymond is committed to providing his clients with the highest level of service and professionalism.
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.
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
FL
12/20/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
10/05/2020 - 11/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
FL
04/18/2018 - 10/07/2020
TD AMERITRADE, INC. (VERO BEACH FL)
FL
09/06/2017 - 01/24/2018
AXA ADVISORS, LLC (MIAMI FL)
FL
03/28/2006 - 07/17/2008
UBS INTERNATIONAL INC. (MIAMI FL)
FL
02/05/1990 - 03/16/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (MIAMI FL)
BOTH
Issued 10/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 08/27/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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