Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Spinelli is a financial professional with over 28 years of experience in the industry. Raymond currently works with Lincoln Investment, a financial services firm with over 600 employees. Raymond is a registered representative in New Jersey and has worked with a variety of firms throughout his career, including BB&T Investment Services, Inc., Eagleview Securities, Inc, First Savings Securities, Inc., and Raymond James Financial Services, Inc. Raymond has a broad range of experience providing financial services to individuals, corporations, pension plans, and charitable organizations. Raymond holds Series 6, 7, 24, 63, 99TO, and SIE licenses. Raymond's focus is on helping clients achieve their financial goals through a variety of investment strategies and financial planning services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
12/15/2016 - Present
Lincoln Investment (MARLTON NJ)
PA
07/28/2016 - 11/09/2016
BB&T INVESTMENT SERVICES, INC. (ALLENTOWN PA)
PA
12/23/2014 - 03/18/2015
EAGLEVIEW SECURITIES, INC (Doylestown PA)
PA
10/07/2014 - 03/17/2015
FIRST SAVINGS SECURITIES, INC. (DOYLESTOWN PA)
PA
10/07/2011 - 03/28/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (NORTH WALES PA)
PA
09/09/2010 - 09/13/2011
CCO INVESTMENT SERVICES CORP. (PLYMOUTH MEETING PA)
NJ
06/23/2010 - 10/11/2010
LPL FINANCIAL CORPORATION (MANALAPAN NJ)
NJ
12/12/2003 - 05/28/2010
TD WEALTH MANAGEMENT SERVICES INC. (CHERRY HILL NJ)
NY
01/31/2000 - 10/28/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
08/24/1999 - 12/21/1999
FLEET ENTERPRISES, INC. (NEW YORK NY)
TX
08/20/1999 - 09/29/1999
THE BOTTOM LINE FINANCIAL GROUP, LLC (HOUSTON TX)
NY
07/17/1998 - 06/09/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
CA
01/08/1998 - 07/30/1998
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
TX
11/25/1996 - 12/17/1996
BHCM INC. (HOUSTON TX)
CA
04/29/1994 - 02/23/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
PA
09/16/1992 - 05/03/1994
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
MD
04/28/1992 - 08/26/1992
CALVERT SECURITIES CORPORATION (BETHESDA MD)
MA
05/28/1991 - 12/11/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/28/1991 - 12/11/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NJ
10/07/1987 - 04/24/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Raymond Spinelli is the right advisor for you? Invested Better is here to help.
