Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rayna? Claim Your ProfileRayna Kumar is a financial professional with over 14 years of experience in the industry. Currently, Rayna Kumar is a registered representative at Oppenheimer & Co. Inc. Rayna Kumar previously worked at UBS Securities LLC, EVERCORE GROUP L.L.C. and International Strategy & Investment Group LLC. Rayna Kumar has passed the Series 63, Series 7, Series 86, and Series 87 exams. Rayna Kumar is licensed in New York.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
06/24/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
06/30/2021 - 07/10/2024
UBS SECURITIES LLC (NEW YORK NY)
NY
12/23/2015 - 08/04/2021
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
10/31/2014 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
09/16/2010 - 11/18/2014
EVERCORE GROUP L.L.C. (New York NY)
NY
05/07/2010 - 07/12/2010
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 06/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/15/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Rayna Kumar is the right advisor for you? Invested Better is here to help.
