Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Henri has been an active broker and investment advisor representative for over 30 years. Raymond Henri currently works for Cadaret, Grant & CO., Inc. and has been with the firm since 1991. Raymond Henri has passed multiple exams including Series 63, Series 65, and Series 7. Raymond Henri has also worked with other firms over his career including FIRST ALBANY CORPORATION, VANDERBILT SECURITIES, INC., J. W. GANT & ASSOCIATES, INC., and OPPENHEIMER & CO., INC.. Raymond Henri is registered with the state of 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.
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.
1
2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (NEW YORK NY)
NY
09/06/1989 - 03/14/1990
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
11/16/1988 - 01/14/1989
VANDERBILT SECURITIES, INC.
NA
09/08/1988 - 10/11/1988
J. W. GANT & ASSOCIATES, INC.
NY
04/25/1988 - 07/01/1988
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 10/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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