Lou Hery
Founder and Wealth Advisor - 76 Wealth Advisory
- Role
- Founder and Wealth Advisor - 76 Wealth Advisory at 76 Wealth Advisory
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
About Lou Hery
Wealth Advisor with 25 plus years of institutional and retail investment management…
Experience
Founder and Wealth Advisor - 76 Wealth Advisory
Aug 2019 — Present · Morris Plains, NJ, US
76 Wealth Advisory was founded on two core principles: 1) Independence is the only way to truly serve clients in their best interest, and 2) Communication, transparency and education are crucial to maintaining lifelong client relationships.Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Osaic Advisory Services, LLC. Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
Skills
- Territory Growth/Development
- Cima
- Banking
- Financial Markets
- Financial Advisory
- Investment Advisory
- Securities
- Etfs
- Asset Managment
- Retirement Planning
- Investment Strategies
- Alternative Investments
- Strategic Financial Planning
- Series 65
- Coaching
- Wealth Management
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