Raymond Pedrick, financial advisor Wellesley MA

Raymond Pedrick

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Raymond J. Pedrick
Phone Number: (413)737-8400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    62,946
    MILLIONS
  • Total Number of Accounts
    287,089
    ACCOUNTS
  • Average Account Value
    $219,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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, 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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