Unclaimed
Raymond Reuben Jones is a financial advisor with Ameriprise Financial Services, LLC. Raymond has been in the financial services industry since 1982 and holds multiple licenses and certifications. He has been registered with Ameriprise Financial Services, LLC since 1999, with previous experience at IDS Life Insurance Company, American General Securities Incorporated, Integrated Resources Equity Corporation, and American Capital Financial Services, Inc. Raymond provides a wide range of financial services including asset allocation, financial planning, pension consulting, educational seminars, and publication of periodicals. Raymond specializes in working with individuals, high-net-worth individuals, corporations, trusts, estates, and pension and profit-sharing plans.
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.
1
2
OH
09/18/1999 - Present
Ameriprise Financial Services, LLC (COLUMBUS OH)
MN
08/16/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AZ
02/21/1985 - 09/27/1994
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
09/19/1984 - 02/12/1985
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/07/1982 - 10/11/1984
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
BOTH
Issued 09/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/06/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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