Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Robert Hery is a financial advisor with over 20 years of experience in the financial services industry. Louis has a strong track record of providing personalized financial advice to individuals and families, as well as businesses and organizations. Currently, Louis is a Registered Representative and Investment Advisor Representative for Osaic Advisory Services, LLC, where Louis specializes in providing comprehensive financial planning, investment management, and retirement planning services. Louis holds the Series 66 and Series 7 licenses, and is also a Certified Financial Planner. Louis has previously held positions at Raymond James Financial Services, Inc., Federated Securities Corp., M&T Securities, Inc., John Hancock Funds, LLC, and Chauner Securities, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
10/12/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
NJ
10/03/2016 - 08/14/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (RANDOLPH NJ)
PA
06/05/2012 - 10/25/2016
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
MD
03/18/2009 - 06/05/2012
M&T SECURITIES, INC. (BALTIMORE MD)
MA
10/30/2003 - 02/10/2009
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
IL
06/23/1999 - 09/24/2003
CHAUNER SECURITIES, INC. (NORTHBROOK IL)
BOTH
Issued 12/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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