Unclaimed
Raymond Hassey is an investment advisor representative who has been in the industry for over 8 years. Raymond is currently registered with Fisher Investments and holds a Series 6, 7, 63, and 65 license, as well as the SIE exam. Raymond has also been previously registered with Ameriprise Financial Services, LLC and Waddell & Reed. Raymond provides financial planning, portfolio management for individuals, investment companies and pooled investment vehicles and portfolio management for businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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.
1
2
FL
04/11/2024 - Present
Fisher Investments (Tampa FL)
NJ
09/24/2020 - 11/13/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Red Bank NJ)
PA
01/21/2020 - 05/08/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Philadelphia PA)
PA
09/21/2016 - 05/17/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Philadelphia PA)
PA
04/11/2016 - 09/22/2016
WADDELL & REED (YARDLEY PA)
IA
Issued 08/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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