Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Morrill is a financial advisor with Choreo, LLC. Raymond is also a Registered Representative, and holds the Series 6, Series 7, Series 63, Series 66 and SIE licenses. Raymond has been in the financial services industry since 2012. Previous firms that Raymond was associated with include CETERA ADVISOR NETWORKS LLC, EDWARD JONES and UNIONBANC INVESTMENT SERVICES, LLC.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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IL
11/30/2020 - Present
Choreo, LLC (ROCKFORD IL)
CA
07/01/2016 - 03/24/2017
CETERA ADVISOR NETWORKS LLC (LOS ANGELES CA)
CA
11/19/2013 - 03/30/2016
EDWARD JONES (BEVERLY HILLS CA)
CA
11/06/2012 - 11/19/2013
UNIONBANC INVESTMENT SERVICES, LLC (LA HABRA CA)
BOTH
Issued 01/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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