Unclaimed
Raymond Cornelius Querey is an investment advisor representative with Vanguard Advisers, Inc. Raymond has been in the securities industry since 1994. Raymond's current registrations are with the state of Pennsylvania as an investment advisor representative and with the state of Texas as an investment advisor representative resident. Raymond holds Series 63 and Series 65 securities licenses, as well as Series 24 and Series 7. Raymond is also a licensed agent in the state of Pennsylvania. Raymond is employed with The Vanguard Group, Inc. in addition to his position at Vanguard Advisers, Inc. Raymond's prior employment was with Hibbard Brown & Co., Inc. in New York, New York.
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.
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.
1
2
PA
08/21/2003 - Present
Vanguard Advisers, Inc. (MALVERN PA)
NY
06/07/1994 - 06/30/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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