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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Corey Olson is a financial professional with over 20 years of experience in the industry. Raymond is a Registered Representative and Investment Advisor Representative with Geneos Wealth Management, Inc. Raymond has a strong track record of providing comprehensive financial planning and investment management services to a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. Raymond holds the Series 27, Series 99TO, and SIE licenses. Raymond is dedicated to providing personalized service and 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
CO
08/30/2010 - Present
Geneos Wealth Management, Inc. (Englewood CO)
CO
09/20/1999 - 03/25/2004
CENTENNIAL ASSET MANAGEMENT CORPORATION (CENTENNIAL CO)
NY
09/18/1998 - 01/21/2004
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 08/27/2010
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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