Unclaimed
Raymond Ritter is a financial advisor with Ameriprise Financial Services, LLC. Raymond has been in the financial services industry since 2000. Raymond has a Series 7, Series 31, Series 63 and Series 65 licenses and has experience working with individuals, businesses, trusts, estates, charitable organizations, pension and profit-sharing plans, and insurance companies. Raymond provides financial planning services, asset allocation services, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Prior to joining Ameriprise, Raymond was a financial advisor at Wunderlich Securities, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.
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.
Asset allocation services
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
MI
03/29/2018 - Present
Ameriprise Financial Services, LLC (Novi MI)
MI
03/09/2011 - 04/02/2018
WUNDERLICH SECURITIES, INC. (BIRMINGHAM MI)
MI
06/01/2009 - 02/25/2011
MORGAN STANLEY SMITH BARNEY (BIRMINGHAM MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
05/17/2000 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
IA
Issued 10/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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