Raymond Menna, financial advisor Farmingville NY
86 score

Raymond Menna

CRD Number: 1918097
Current Firm: Planmember Securities Corporation

Raymond Menna (CRD# 1918097) is an Investment Advisor Representative working at Planmember Securities Corporation in Farmingville, NY and has over 27 years of experience in the finance industry. Raymond Menna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
G&m Properties Inc. Mount Sinai, NY Sep 2013 - Current 3
Us Retirement Partners South Ielinm, NJ Mar 2012 - Current 4
Planmember Securities Corporation Carpinteria, CA Aug 2010 - Current 6
M & D Development LLC Mt. Sinai, NY Aug 2003 - Current 13
Mutual, Inc. Farmingville, NY Jan 1997 - Current 19
Mutual Financial Services Inc. Farmingville, NY Aug 1990 - Current 26
Prime Capital Services, Inc. Ronkonkoma, NY Oct 1990 - Aug 2010 19
Asset & Financial Planning, Ltd Ronkonkoma, NY Aug 1990 - Aug 2010 20
Mutual Capital Corp Ronkonkoma, NY Aug 2000 - Nov 2006 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Raymond A. Menna
Phone Number: 805-684-1199
Registered State(s):
  • CT
  • FL
  • NJ
  • NC
  • PA
  • SC
  • VA
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
86

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