Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond W. Rudorfer is a financial advisor with IC Advisory Services, Inc. based in Bedminster, New Jersey. Raymond has been in the financial services industry since 2003 and has a wide range of experience in providing financial planning, investment management and retirement planning services to a diverse clientele. Raymond holds a number of licenses and certifications, including Series 7, Series 66, and Series 24 licenses. In addition to working with individuals, Raymond also provides financial advisory services to businesses, trusts, estates, and charitable organizations.
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.
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
NJ
11/24/2008 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
NJ
07/31/2003 - 03/29/2004
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
BOTH
Issued 11/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 12/10/2007
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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