Advisor profile


My approach

Raymond Bolleia - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Raymond Bolleia - My approach photo

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Women's Financial Strategies
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life Insurance with Annuities - NJ, MI, SC, NY

Education

  • Bachelor of Science, Economics and Accounting, Rutgers University, New Jersey

Interests

Interests include the stock market, physical fitness, performing arts, chess, collecting sports memorabilia, numismatist (collecting coins) and philatelist (collecting stamps).

I am a member of the Pascack Stamp Club in Emerson, New Jersey and the Northern Valley Coin Club in Demarest, New Jersey.

Community participation

  • American Legion - General Woods Post 162, Member, Hillsdale NJ
  • Knights of Columbus - Mother Seton, Third Degree Member, Township of Washington NJ
  • NJ Office of the Attorney General, Division of Consumer Affairs, Approved CPA CE Sponsor, #20CE00140300

Awards & recognition

  • Five Star Wealth Manager, 2014-2015 in New Jersey Magazine

Previous experience

  • Financial Advisor - Smith Barney, 1988-2009