Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Panquerne is a financial advisor with over 10 years of experience in the industry. Raymond has a strong background in financial planning and portfolio management, having worked for several reputable firms, including USAA Financial Advisors, Inc., Chase Investment Services Corp., and Capital One Investments, LLC. Raymond is currently an Investment Advisor Representative with Level Four Advisory Services, a firm with a strong reputation for providing comprehensive financial advice and services to individuals, families, and businesses. Raymond is a Certified Financial Planner and holds several licenses and certifications, including Series 6, 7, 63, and 65. Raymond is committed to helping clients achieve their financial goals.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
LA
01/09/2018 - Present
Level Four Advisory Services (Baton Rouge LA)
TX
09/01/2011 - 02/19/2015
USAA FINANCIAL ADVISORS, INC. (DALLAS TX)
TX
03/24/2008 - 08/10/2011
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
11/29/2006 - 03/14/2008
CAPITAL ONE INVESTMENTS, LLC (BEAUMONT TX)
IA
Issued 04/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Raymond Panquerne is the right advisor for you? Invested Better is here to help.
