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Raymond Francis Skoglund

Colorado Financial Service Corp.

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About Raymond Francis Skoglund

Raymond Skoglund is a financial professional with over 18 years of experience in the securities industry. Raymond is currently registered with Colorado Financial Service Corp. and has been with the firm since March 2013. Prior to joining Colorado Financial Service Corp., Raymond was employed with MCNAMEE LAWRENCE SECURITIES, LLC. Raymond holds Series 7, 24 and 63 licenses and the SIE exam. Raymond is also registered in the states of California, Connecticut, Massachusetts, New York, Texas and Washington. Raymond specializes in providing financial planning and portfolio management for individuals and families.

Firm Information

Raymond Skoglund is currently registered with Colorado Financial Service Corp.. Colorado Financial Service Corp. is a Corporation that was formed on June 13, 2000 and is approved to operate in 53 states and the District of Columbia. The firm has 41 registered representatives, 22 investment adviser representatives, and 20 licensed agents. The firm manages approximately $44,055,697 in discretionary assets for 157 clients. Colorado Financial Service Corp. provides financial planning, portfolio management for individuals, and selection of other advisers.

$44.06M

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Raymond Skoglund’s Registration & Firm History

CO

03/12/2013 - Present

Colorado Financial Service Corp. (CENTENNIAL CO)

MA

07/07/2004 - 04/19/2011

MCNAMEE LAWRENCE SECURITIES, LLC (BOSTON MA)

NY

07/20/2000 - 04/19/2002

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/29/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/25/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond Francis Skoglund.
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