Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Crane is a financial advisor in Buffalo, New York. He has been in the financial services industry since 2004. Raymond is currently registered with Wealth Advisors Network, Inc. and has previously worked with MML Investors Services, Inc., AXA Advisors, LLC and MONY Securities Corporation. He is a Series 6, 7, 63, and 65 licensed advisor. Raymond's main area of focus is financial planning and portfolio management for both individuals and businesses. He has a track record of helping clients achieve their financial goals and specializes in working with high-net-worth individuals, businesses, charitable organizations, pension and profit sharing plans, and individuals other than high-net-worth individuals.
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.
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.
Referral fees from third party money manager
1
2
NY
02/11/2023 - Present
Wealth Advisors Network, Inc. (Buffalo NY)
NY
01/03/2008 - 12/01/2017
1ST GLOBAL CAPITAL CORP. (BUFFALO NY)
NY
06/16/2005 - 11/28/2007
MML INVESTORS SERVICES, INC. (BUFFALO NY)
NY
06/01/2005 - 06/09/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/05/2004 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 02/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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