Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Kostyack is an investment advisor representative associated with Wells Fargo Clearing Services, LLC. Raymond has been in the industry since March 21, 1988. Raymond is registered with the state of New Jersey and has been registered since November 18, 2021. Raymond has previously been employed by Morgan Stanley, Wells Fargo Advisors, LLC, Prudential Securities Incorporated, PaineWebber Incorporated, and Lehman Brothers Inc. Raymond holds Series 3, 7, 9, 10, 63, and 65 licenses. Raymond is a highly experienced investment advisor representative with a strong track record of success.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
11/18/2021 - Present
Wells Fargo Clearing Services, LLC (RED BANK NJ)
NJ
09/06/2013 - 12/16/2021
MORGAN STANLEY (Shrewsbury NJ)
NJ
07/01/2003 - 09/12/2013
WELLS FARGO ADVISORS, LLC (WESTFIELD NJ)
NY
09/30/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/20/1991 - 10/11/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/22/1988 - 10/11/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/05/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1988
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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