Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond John Zegger is a financial professional with over 25 years of experience in the financial services industry. Raymond is currently registered with Next Financial Group, Inc., where he provides investment advisory and securities services. Previously, Raymond was registered with Ameriprise Financial Services, LLC, and IDS Life Insurance Company. Raymond has a strong background in financial planning and has earned the Certified Financial Planner designation. Raymond is dedicated to providing comprehensive financial guidance and investment solutions to help 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.
Seminar/workshop attendance fees
1
2
NY
07/09/2024 - Present
Next Financial Group, Inc. (SCHENECTADY NY)
NY
03/12/1997 - 01/05/2022
AMERIPRISE FINANCIAL SERVICES, LLC (ALBANY NY)
MN
03/12/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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