Unclaimed
Raymond Thomas Jefferson is a financial advisor with over 20 years of experience in the financial services industry. Raymond holds a Series 6, Series 63, and SIE license, and is registered in Florida, Indiana, Kentucky and Ohio. Raymond is currently employed with Woodmen Financial Services, Inc., where he has worked since February 2003. Prior to that, Raymond had no previous employment experience in the financial services industry.
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.
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.
1
2
NE
02/27/2003 - Present
Woodmen Financial Services, Inc. (OMAHA NE)
BC
Issued 03/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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