Raymond Bree, financial advisor Newark DE
88 score

Raymond Bree

CRD Number: 6362267
Current Firm: Securian Financial Services, Inc.

Raymond Bree (CRD# 6362267) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Newark, DE and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Minnesota Life St. Paul, MN Jul 2014 - Current 2
Securian Financial Services Inc. St. Paul, MN Jul 2014 - Current 2
Diamond State Finaicial Group Newark, DE Jul 2014 - Current 2
Wilmington Country Club Wilmington, DE Jun 2014 - Nov 2014 < 1
University Of Delaware Newark, DE Sep 2010 - May 2014 3
Gary's Dewey Beach Grill Dewey Beach, DE Jun 2010 - Sep 2013 3
Verizon Wireless Zone Newark, DE Jun 2012 - May 2013 < 1
Diamond State Financial Group Newark, DE Apr 2012 - Sep 2012 < 1
Salesianum High School Wilmington, DE Sep 2006 - May 2010 3
Innovative Technologies LLC Newark, DE May 2009 - Sep 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Raymond M. Bree
Phone Number: 651-665-5609
Registered State(s):
  • DE
  • TX
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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