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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Henriquez is an Investment Advisor Representative at Fisher Investments. Anthony has been in the financial services industry for over 7 years and has experience working with a variety of clients including individuals, high-net-worth individuals, families, businesses, corporations, charitable organizations, trusts, estates, state or municipal government entities, investment companies and pension and profit sharing plans. Anthony holds the following securities licenses: Series 7, Series 63, Series 66 and SIE. Anthony has been registered with Fisher Investments since April 2022. Prior to joining Fisher Investments, Anthony was employed by Natixis Distribution, LLC, John Hancock Investment Management Distributors LLC and Wells Fargo Funds Distributor, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
04/30/2022 - Present
Fisher Investments (PLANO TX)
MA
06/04/2021 - 04/14/2022
NATIXIS DISTRIBUTION, LLC (BOSTON MA)
MA
05/11/2017 - 06/07/2021
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
MA
03/28/2016 - 05/04/2017
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
BOTH
Issued 04/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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