Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Peter Donnelly is an investment advisor representative at Lincoln Investment and Capital Analysts. Raymond has been working in the financial industry since 1987 and has held various positions in the industry. Raymond is currently registered in California, Florida, Maryland, New Jersey, New York, North Carolina, Ohio, South Carolina, and Virginia. Raymond is also registered as an investment advisor representative in New York. Raymond is a licensed agent and holds Series 3, 7, and 63 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/25/2021 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
NY
08/28/2009 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (GARDEN CITY NY)
NY
07/14/2009 - 09/04/2009
MML INVESTORS SERVICES, INC. (GARDEN CITY NY)
NY
02/15/2005 - 07/14/2009
GREAT AMERICAN ADVISORS, INC. (GARDEN CITY NY)
IL
07/29/1998 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
NY
05/17/1996 - 08/04/1998
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NY
11/17/1989 - 05/23/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
PA
07/20/1989 - 10/10/1989
CIGNA SECURITIES, INC. (RADNOR PA)
NY
05/14/1988 - 07/03/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
11/18/1986 - 05/14/1988
E. F. HUTTON & COMPANY INC
BC
Issued 02/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Raymond Donnelly is the right advisor for you? Invested Better is here to help.
