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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 Lee Halpin is a financial advisor with Ameriprise Financial Services, LLC. Raymond has been in the financial industry for over 20 years. Raymond is a Series 7 and Series 66 licensed financial advisor. Raymond has a series of licenses including the Series 4, Series 24 and Series 51. Raymond has worked at Ameriprise Financial Services, LLC since 2020. Prior to that, Raymond worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Raymond is a registered representative in several states. Raymond provides investment advice for a variety of clients, including individuals, corporations, and institutions.
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
NH
11/02/2015 - Present
Ameriprise Financial Services, LLC (New Durham NH)
CT
06/14/2004 - 03/10/2009
AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)
MN
06/14/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2006
Series 4 - Registered Options Principal Examination
BC
Issued 06/26/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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