Unclaimed
Raymond Kean is a financial advisor at Newedge Advisors. He is a registered representative of the firm and has been in the industry since 1995. Raymond holds licenses in several states. He is also a registered investment advisor. Raymond Kean has been in the business for over 25 years. His previous roles at Citigroup Global Markets and First Chicago NBD demonstrate his wide-ranging experience. He is committed to delivering personalized financial advice to individuals, businesses, and retirement plans.
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.
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
IL
11/01/2021 - Present
Newedge Advisors (Barrington IL)
IL
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
07/07/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (WINNETKA IL)
IL
02/01/1999 - 07/09/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
10/03/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
01/30/1995 - 10/07/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 08/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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