Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Angelo is a financial advisor with over 16 years of experience in the financial services industry. Raymond is currently registered with Private Advisor Group, LLC and is licensed to provide investment advice in New Jersey and Texas. Raymond also previously worked at UBS Financial Services Inc. Raymond has earned the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) Examination. Raymond has a diverse set of skills and experiences, including investment advisory services, financial planning, pension consulting, and educational seminars.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
07/29/2024 - Present
Private Advisor Group, LLC (CLARK NJ)
NJ
05/15/2007 - 09/21/2012
UBS FINANCIAL SERVICES INC. (RED BANK NJ)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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