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Allied Wealth Partners

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  2. Raymond Triano

Raymond Triano

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Raymond Triano
Financial Advisor
Phone: 
732-348-1281
Mobile: 
732-619-8462
Fax: 
732-348-1271
E-mail: 
rtriano@alliedwealthpartners.com

Education:

  • B.S. Finance from Adelphi University
  • MBA Candidate

Registrations and Licenses:

  • Finra Series 7, 66
  • Life/Health

Raymond Triano joined the Allied Wealth Partners team as a full-time advisor in September of 2017 after participating in the Firm’s internship program the previous summer.

As a student at Adelphi University, Ray was a member of the school’s baseball team, competing in the Northeast 10 Conference.  In addition,  he helped to manage the University’s Student Equity Portfolio.  As a student-athlete Ray cultivated the ability to multi-task, juggling  his course load with multiple other responsibilities. This skill has aided in Ray’s transition to a financial advisor.  In 2017,  Ray graduated with his MBA.

Ray enjoys working with a variety of clients and takes pride offering these clients his expertise in the financial matters, hoping to help make a positive impact in their personal lives.  He appreciates that each individual person has their own distinct goals and aspirations and he strives to help them achieve these.

A strong advocate for education, Ray takes the time to ensure that his clients understand all aspects of their financial situation and the specialized solution he develops for them.  His practice includes assistance with retirement strategies, life insurance, investing, budgeting tax strategies and college funding.

In his free time, Ray continues to enjoy being active in sports.  He holds his second-degree black belt in Tae Kwon Do, is an avid traveler and enjoys spending time with friends and family.

Ray currently resides in Brick, NJ. He holds his series 7, 66, Life & Health and is licensed in the states of NY, NJ, PA and RI.

 

Ray Triano is a registered representative and investment advisor representative of Securian Financial Services, Inc.

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14 Walsh Drive Suite 100 Parsippany, New Jersey, 07054, United States
  •  moconnor@alliedwealthpartners.com

Allied Wealth Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Allied Wealth Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA /SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Allied Wealth Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3055307 DOFU 08-2020

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation. 

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