Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Eissa is a financial professional with over 38 years of experience in the industry. Raymond is currently registered with Universal Financial Services Inc. and Equitable Distributors, LLC. Raymond has held previous registrations with Scudder Distributors, Inc. and Pruco Securities Corporation. Raymond holds the Series 6, 7, 26, and 63 licenses. Raymond specializes in Portfolio Management for Investment Companies.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
PR
09/08/2022 - Present
Universal Financial Services Inc. (GUAYNABO PR)
IL
03/20/1996 - 09/07/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NJ
06/12/1984 - 04/11/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 07/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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