Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Juarez is a financial advisor with over 8 years of experience in the financial services industry. Raymond is currently registered with Citigroup Global Markets Inc. and holds Series 4, 7, 9, 10, 24, 31, 52TO, 53 and 66 licenses. Raymond has previously worked at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, USAA Financial Advisors, Inc., and USAA Investment Services Company. Raymond's professional experience includes working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Raymond specializes in asset allocation advice, financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Asset allocation advice
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.
1
2
TX
08/10/2020 - Present
Citigroup Global Markets Inc. (San Antonio TX)
TX
10/24/2019 - 06/22/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
10/24/2019 - 06/18/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
NY
06/09/2017 - 04/18/2019
MORGAN STANLEY (PURCHASE NY)
MD
04/25/2016 - 05/09/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 07/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/04/2022
Series 4 - Registered Options Principal Examination
BC
Issued 12/15/2017
Series 24 - General Securities Principal Examination
BC
Issued 07/14/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/16/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/19/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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