Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Theodore Klosz is a financial professional with over 28 years of experience in the industry. Raymond is currently registered with J.P. Morgan Securities LLC and has been with the firm since August 2015. Prior to that, Raymond worked at Raymond James Financial Services, Inc. and The Huntington Investment Company. Raymond is a licensed principal and has a wide range of experience in various areas of finance, including securities trading, investment advisory services, and financial planning. Raymond is committed to providing clients with personalized financial advice and guidance to help 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
08/06/2015 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
OH
11/26/2012 - 06/25/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (POWELL OH)
OH
11/02/2000 - 12/03/2012
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IL
11/25/1994 - 10/26/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 02/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/05/1995
Series 4 - Registered Options Principal Examination
BC
Issued 03/14/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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