Unclaimed
Raymond Tallon is a registered investment advisor representative with Cetera Investment Advisers LLC in BALTIMORE, MD. Raymond Tallon has been working in the financial services industry since 1991 and has a broad range of experience. Raymond Tallon offers financial planning, pension consulting, and portfolio management services for individuals and businesses. Raymond Tallon also provides educational seminars.
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
03/15/2023 - Present
Cetera Investment Advisers LLC (BALTIMORE MD)
NJ
05/19/1992 - 07/11/1996
COPELAND EQUITIES, INC. (SOMERSET NJ)
NA
06/18/1992 - 12/16/1994
HAMILTON INVESTMENTS, INC.
CA
07/30/1991 - 01/31/1992
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 10/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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