Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Bree has been in the financial services industry for over 40 years. Raymond is a registered representative and investment advisor representative. Raymond is currently registered with Cetera Investment Advisers LLC and has previously been registered with Securian Financial Services, Inc. and PML Securities Company. Raymond is a Series 6, 7, 24 and 63 licensed representative and holds the SIE designation. Raymond also holds the Chartered Financial Consultant designation. Raymond offers portfolio management services to individuals and businesses, as well as financial planning, pension consulting and educational seminars. Raymond is also a registered representative for a fixed insurance company and has served as a consultant.
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
DE
01/24/2024 - Present
Cetera Investment Advisers LLC (NEWARK DE)
DE
06/07/1989 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
NA
03/06/1981 - 06/28/1989
PML SECURITIES COMPANY
BC
Issued 04/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Raymond Bree is the right advisor for you? Invested Better is here to help.
