Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Ianni is a financial advisor registered with Principal Securities, Inc., working from the Wilmington, DE branch office. Raymond holds both Series 7 and Series 63 licenses, along with Series 24 and Series 51 licenses, and has been a registered advisor since 1985. With over 38 years of experience in the industry, Raymond has served as a Registered Representative, Investment Advisor Representative, and Principal with various firms. Raymond offers a variety of financial services including financial planning, portfolio management for individuals, pension consulting, and educational seminars. Raymond also has a strong track record of working with high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
DE
06/17/2021 - Present
Principal Securities, Inc. (WILMINGTON DE)
DE
11/18/1985 - 10/28/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 05/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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