Unclaimed
Randall Leigh Raymond is a financial advisor based in LINCOLN, NE. Randall has been working in the financial services industry since 1982, providing investment advice for over 40 years. Randall Leigh Raymond currently works for Osaic Wealth, Inc. Previously, Randall was a financial advisor at SAGEPOINT FINANCIAL, INC., SPECTRUM CAPITAL, INC., MML INVESTORS SERVICES, INC., and MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY. Randall has a strong track record of providing investment advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Randall is committed to helping clients achieve their financial goals.
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
NE
09/01/2023 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
07/08/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LINCOLN NE)
NE
07/05/2006 - 07/05/2011
SPECTRUM CAPITAL, INC. (LINCOLN NE)
NE
03/14/1983 - 07/06/2006
MML INVESTORS SERVICES, INC. (LINCOLN NE)
NA
07/27/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 05/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2010
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/23/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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