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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 Ferngren is an investment advisor representative with Edelman Financial Engines. Raymond is a seasoned professional with over two decades of experience in the financial services industry. Raymond has held positions with prominent firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., and Allstate Financial Services, LLC. Raymond is committed to providing clients with personalized financial advice and guidance.
CALLAHAN, FL
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
FL
08/28/2023 - Present
Edelman Financial Engines (CALLAHAN FL)
CO
02/22/2023 - 08/23/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
FL
01/24/2006 - 03/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)
NE
01/12/2005 - 08/31/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
TX
07/21/2000 - 07/27/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 4/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/9/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 2/9/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2022
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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