Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Samuels is a financial advisor with over 10 years of experience in the financial industry. Raymond Samuels is currently registered with Fidelity Personal And Workplace Advisors. Raymond Samuels has previously worked with UBS Financial Services Inc., Morgan Stanley, and Olympia Asset Management, LTD. Raymond Samuels has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NJ
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (MILLBURN NJ)
NY
12/09/2014 - 09/08/2022
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
04/23/2013 - 11/11/2014
MORGAN STANLEY (NEW YORK NY)
NY
09/03/2012 - 03/15/2013
OLYMPIA ASSET MANAGEMENT,LTD. (NEW YORK NY)
BOTH
Issued 05/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Raymond Samuels is the right advisor for you? Invested Better is here to help.
