Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Michael Ciarlo has over 20 years of experience in the financial services industry. Raymond has a strong background in investment management, financial planning, and insurance. He is currently registered with MML Investors Services, LLC, and has previously held positions at MSI FINANCIAL SERVICES, INC., METLIFE INVESTORS DISTRIBUTION COMPANY, NEW ENGLAND SECURITIES, TOWER SQUARE SECURITIES, INC., WALNUT STREET SECURITIES, INC., METROPOLITAN LIFE INSURANCE COMPANY, FIDELITY BROKERAGE SERVICES LLC, and FIRST INVESTORS CORPORATION.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (Boston MA)
RI
02/23/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WEST WARWICK RI)
RI
09/12/2007 - 07/05/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (WEST WARWICK RI)
RI
09/29/2006 - 01/02/2015
NEW ENGLAND SECURITIES (WEST WARWICK RI)
MA
09/29/2006 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (BOSTON MA)
MA
09/29/2006 - 09/05/2013
WALNUT STREET SECURITIES, INC. (BOSTON MA)
RI
02/23/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WEST WARWICK RI)
RI
09/21/2000 - 10/16/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NJ
06/01/1999 - 08/02/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 05/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Raymond Ciarlo is the right advisor for you? Invested Better is here to help.
