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 Sura is a financial advisor with over 20 years of experience in the industry. Raymond is currently registered with Raymond James Financial Services Advisors, Inc. in New Jersey and Texas. He is also registered as an Investment Advisor Representative in New Jersey. Raymond has a strong background in providing financial advice to individuals and businesses, including retirement planning, investment management, and insurance. He has a proven track record of success in helping clients achieve their financial goals. Raymond is committed to providing his clients with personalized financial guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
07/05/2022 - Present
Raymond James Financial Services Advisors, Inc. (JACKSON NJ)
NJ
02/23/2010 - 03/15/2013
LPL FINANCIAL LLC (BAYVILLE NJ)
NJ
04/17/2006 - 02/17/2010
TD WEALTH MANAGEMENT SERVICES INC. (TOMS RIVER NJ)
NJ
10/20/2004 - 04/17/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BRICK NJ)
NY
04/08/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
02/07/2002 - 04/03/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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