Raymond BreeCRD 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.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Minnesota Life||St. Paul, MN||Jul 2014 - Current||3|
|Securian Financial Services Inc.||St. Paul, MN||Jul 2014 - Current||3|
|Diamond State Finaicial Group||Newark, DE||Jul 2014 - Current||3|
|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|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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