Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Maxwell McGrew has been in the financial services industry for over 30 years. Raymond McGrew currently works for Morgan Stanley and is registered to provide investment advice and securities related services in Georgia and Texas. Raymond McGrew's previous employers include Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Banc of America Investment Services, Inc., NationsBanc Capital Markets, Inc., and NCNB Securities, Inc. Raymond McGrew has a wide range of experience and qualifications. Raymond McGrew is a licensed Series 7, Series 31, Series 53, Series 63, and Series 65 representative. Raymond McGrew also holds the SIE designation. Raymond McGrew is specialized in providing financial planning, asset allocation advice, portfolio management, and pension consulting services for individuals, businesses, and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
05/28/2014 - Present
Morgan Stanley (Atlanta GA)
GA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
12/02/2005 - 04/02/2007
MORGAN STANLEY DW INC. (ATLANTA GA)
MA
12/03/2001 - 12/06/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
01/15/1998 - 01/28/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
12/03/1990 - 04/04/1997
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
MA
03/22/1988 - 12/05/1990
NCNB SECURITIES, INC. (BOSTON MA)
IA
Issued 09/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Raymond McGrew is the right advisor for you? Invested Better is here to help.
