Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Filorimo is an Investment Advisor Representative with Portfolio Medics, LLC, a firm based in Bonita Springs, FL. Raymond is registered with the state of Florida and Texas. Raymond has been in the industry since 1996 and has experience with a variety of firms. He is committed to providing comprehensive financial planning and investment management services to individuals and families. Raymond has a proven track record of success and is dedicated to helping clients achieve their financial goals.
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.
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
08/21/2020 - Present
Portfolio Medics, LLC (BONITA SPRINGS FL)
FL
12/14/2009 - 01/08/2010
DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)
FL
08/27/2009 - 10/30/2009
NEWBRIDGE SECURITIES CORPORATION (DELRAY BEACH FL)
FL
08/24/2007 - 08/10/2009
KOVACK SECURITIES INC. (DELRAY FL)
FL
08/01/2007 - 08/17/2007
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
12/18/2002 - 06/18/2007
INTERVEST INTERNATIONAL EQUITIES CORPORATION (BOCA RATON FL)
NY
05/06/1998 - 11/06/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/06/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
06/05/1996 - 04/29/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 07/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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