Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Ryan Raymond is a financial advisor at Oppenheimer & Co. Inc. in Grosse Pointe Farms, Michigan. Derek has been a financial advisor for over 14 years, and has held his current position since January 2014. Derek has a Series 66, Series 7, Series 9, Series 10, and Series 99TO license and is registered in over 25 states. Derek specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Derek previously worked at Edward Jones in Sterling Heights, Michigan.
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.
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2
MI
01/02/2014 - Present
Oppenheimer & Co. Inc. (GROSSE POINTE FARMS MI)
MI
06/04/2009 - 01/09/2014
EDWARD JONES (STERLING HEIGHTS MI)
BOTH
Issued 06/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2009
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
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