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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 Morton has been in the financial services industry since January 2, 1985. Raymond is a Registered Representative with Ameriprise Financial Services, LLC, and has offices in BECKLEY, WV and Daniels, WV. Raymond has been with Ameriprise since September 2005. Previously Raymond worked for IDS LIFE INSURANCE COMPANY in MINNEAPOLIS, MN. Raymond has a diverse set of licenses and registrations including Series 6, 7, 22, 63, and 65. Raymond also holds licenses to provide advisory services in various states including Texas, Virginia, and West Virginia. Raymond also is a board member of a non-profit organization in Beckley, WV. Raymond's focus is on providing financial advice to individuals, corporations, businesses, trusts, estates, pension and profit-sharing plans, and charitable organizations.
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.
Asset allocation services
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.
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2
WV
01/01/1998 - Present
Ameriprise Financial Services, LLC (BECKLEY WV)
MN
12/21/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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