Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Jacques is a financial professional with over 30 years of experience in the industry. Raymond is a Registered Representative with Osaic Wealth, Inc. and New England Schooner, Inc. He also holds Series 6, 7, 24, 51, and 63 licenses. Raymond specializes in financial planning, investment management, and retirement planning. Raymond has been registered with FINRA since 1986 and has worked with clients in the areas of life insurance, long term care, variable annuities, fixed annuities, and disability insurance.
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
MA
07/06/2009 - Present
Osaic Wealth, Inc. (PEABODY MA)
MN
09/24/1993 - 07/24/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
02/20/1986 - 09/08/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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