Raymond N. Bergen,  CFP<sup>&reg;</sup> - Financial Advisor

Raymond N. Bergen, CFP®

Securities America, Inc.

11241 Queens Blvd, Ste 201
Forest Hills, NY 11375
(718) 896-4829


Raymond Bergen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Securities America, Inc. in Forest Hills, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63

Designations & Certifications

  • Other - MBA

Insurance Licenses

  • Life insurance: NY,NJ,CT
  • Health/disability insurance: NY
  • Fixed annuities: NY,NJ,CT
  • Variable annuities: NY,NJ,CT

Broker-Dealer Affiliation

Securities America, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Personal Taxes


Helpful Financial Planning Resources