Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Robert Patsy is a financial advisor with over 35 years of experience in the industry. He is currently registered with Grove Point Advisors, LLC and has been a registered representative since 1984. Raymond holds a Series 6, 22, 62 and 63 license and has passed the Securities Industry Essentials Examination. Raymond also holds the Certified Financial Planner designation. Raymond is a highly experienced financial advisor with a strong background in investment planning, portfolio management, and financial planning services. Raymond specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Raymond is also an active member of the community and volunteers with the D.A.R.E. Doberman Rescue Program. Raymond has a strong commitment to providing his clients with the highest level of service and is dedicated to helping them 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.
Guidance on pension options to ensure a secure financial future.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (Woodbine MD)
CT
12/02/1997 - 12/12/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
03/06/1990 - 12/18/1997
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
NJ
09/14/1984 - 02/27/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 01/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2005
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2002
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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