Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond P. Trost is a financial advisor at Edward Jones. Raymond has been in the financial industry since 2001. He specializes in working with individuals, families, and businesses, offering a wide range of financial products and services including financial planning, portfolio management, and retirement planning. Raymond has a long track record of success helping clients achieve their financial goals. He is committed to providing his clients with personalized service and a high level of expertise. Raymond is a Certified Financial Planner, and holds Series 6, 7, 55, 63, and 66 licenses.
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.
See schedule d - miscellaneous
1
2
NJ
01/10/2024 - Present
Edward Jones (TURNERSVILLE NJ)
NY
11/14/2018 - 05/23/2019
T3 TRADING GROUP, LLC (NEW YORK NY)
PA
12/19/2014 - 01/23/2018
SUSQUEHANNA SECURITIES (BALA CYNWYD PA)
PA
01/05/2001 - 03/17/2017
SAL EQUITY TRADING, GP (BALA CYNWYD PA)
PA
09/24/1999 - 05/26/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 05/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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