Unclaimed
Norman David Raymer is a financial advisor with over 30 years of experience in the industry. He has been a registered representative for the past 37 years and is currently affiliated with Osaic Wealth, Inc. Norman is a Chartered Financial Consultant and specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Norman also offers educational seminars and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/02/2018 - Present
Osaic Wealth, Inc. (TAMPA FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (TAMPA FL)
FL
02/09/2007 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (TAMPA FL)
FL
02/20/2004 - 02/16/2007
ONEAMERICA SECURITIES, INC. (TAMPA FL)
NY
12/06/1990 - 02/10/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
11/15/1982 - 12/13/1990
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
05/28/1985 - 12/09/1987
SUN INVESTMENT SERVICES COMPANY
BC
Issued 03/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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