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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 Richard Seigler is an investment advisor representative at Sequent Planning, LLC. Raymond has been in the financial services industry since 2008. Raymond is licensed in Maryland. Raymond has a Series 63 license, a Series 65 license, and a Series 26 license. Raymond is registered with the Securities and Exchange Commission (SEC). Sequent Planning, LLC is a financial services firm with approximately 373 million dollars in regulatory assets under management. Sequent Planning, LLC provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.
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.
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.
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NE
01/16/2024 - Present
Sequent Planning, LLC (OMAHA NE)
MD
04/14/2020 - 12/16/2021
NYLIFE SECURITIES LLC (TIMONIUM MD)
MD
02/18/2009 - 12/17/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (HUNT VALLEY MD)
IA
Issued 12/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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