Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Lamorgese is a financial advisor with Janney Montgomery Scott LLC. Raymond has been in the financial services industry since August 2004. Raymond has a Series 7, Series 63, and Series 65 license. Raymond has experience working with individuals, high net worth individuals, corporations, and charitable organizations. Raymond holds registrations in 20 states and is a Registered Representative of FINRA. Raymond has a strong commitment to providing his clients with personalized financial advice and 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
01/07/2022 - Present
Janney Montgomery Scott LLC (WEST CHESTER PA)
PA
06/01/2009 - 01/14/2022
MORGAN STANLEY (Newtown Square PA)
PA
08/20/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MEDIA PA)
IA
Issued 09/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Raymond Lamorgese is the right advisor for you? Invested Better is here to help.
