Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ray? Claim Your ProfileRay Hereford is a financial advisor with over 24 years of experience in the industry. Ray is registered with Wells Fargo Advisors Financial Network, LLC in Florida, Illinois, and Texas. Ray has been with Wells Fargo Advisors Financial Network, LLC since May 2009 and previously worked for Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ray provides investment advisory services to a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ray also provides financial planning services.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
04/16/2009 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
IL
01/01/2008 - 04/03/2009
WACHOVIA SECURITIES, LLC (FAIRVIEW HEIGHTS IL)
IL
10/19/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAIRVIEW HEIGHTS IL)
NY
03/12/1997 - 10/29/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/19/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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