Unclaimed
Raymond Durant is a financial advisor in Syracuse, NY who has been in the industry since 2008. Raymond has a diverse background in financial services, having worked for several firms over the years, including Key Investment Services LLC and Chase Investment Services Corp. Raymond currently works at TIAA-CREF Individual & Institutional Services, LLC, where Raymond is registered to provide investment advisory services in New York. Raymond holds a variety of licenses and certifications including Series 7, 6, 63, and 66, and the SIE exam. Raymond specializes in providing financial planning services to individuals and high net worth individuals, and also offers portfolio management services. Raymond has a strong track record of success in the financial services industry and is committed to providing clients with the highest level of service and expertise.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
09/15/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (SYRACUSE NY)
DC
04/21/2020 - 08/31/2022
MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)
NY
08/16/2012 - 03/06/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SYRACUSE NY)
NY
08/26/2009 - 07/05/2012
KEY INVESTMENT SERVICES LLC (RENSSELAER NY)
NY
11/05/2007 - 09/01/2009
CHASE INVESTMENT SERVICES CORP. (DEWITT NY)
BOTH
Issued 05/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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