Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Dean has been in the financial industry since September 24, 2000. Raymond is currently a registered representative with Harbor Investment Advisory, LLC. Raymond specializes in providing financial planning, pension consulting, and portfolio management services to businesses and individuals. Raymond has a wide range of experience in the financial services industry, having previously worked at Credit Suisse Securities (USA) LLC and Donaldson, Lufkin & Jenrette Securities 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.
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.
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2
MD
02/04/2010 - Present
Harbor Investment Advisory, LLC (Lutherville MD)
MD
01/17/2003 - 02/25/2010
CREDIT SUISSE SECURITIES (USA) LLC (BALTIMORE MD)
NJ
09/25/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 11/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/18/2010
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/29/2010
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/21/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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