Raymond PedrickCRD Number: 6528431
Current Firm: Mml Investors Services, LLC
Raymond Pedrick (CRD# 6528431) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wellesley, MA and has over 5 years of experience in the finance industry. Raymond Pedrick 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.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Mml Investors Services, LLC||Wellesley, MA||Mar 2017 - Current||5|
|Massachusetts Mutual Life Insurance Company||Wellesley, MA||Jul 2016 - Current||5|
|Metlife Securities Inc.||Wellesley, MA||Sep 2015 - Mar 2017||1|
|Sfp Wealth||Wellesley, MA||Jun 2015 - Sep 2015||< 1|
|University Of Massachusetts||Amherst, MA||Sep 2011 - May 2015||3|
|Hertz||Boston, MA||Jun 2014 - Sep 2014||< 1|
|Hertz||Bosotn, MA||Jun 2013 - Sep 2013||< 1|
|Hertz||Bosotn, MA||Jun 2012 - Sep 2012||< 1|
|Foodmaster Supermarket||Medford, MA||Sep 2009 - Sep 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2016|
Total Assets Under Management62,946MILLIONS
Total Number of Accounts287,089ACCOUNTS
Average Account Value$219,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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