Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Anthony Henry is a financial advisor with over 30 years of experience in the industry. Donald is currently registered with Citigroup Global Markets Inc. as a Registered Representative. Donald has previously been employed by Stifel, Nicolaus & Company, Incorporated, Citigroup Global Markets Inc., A. G. Edwards & Sons, Inc., and Lehman Brothers Inc. Donald holds Series 7, 31, and 63 securities licenses as well as Series 65 Investment Advisor license. Donald Anthony Henry specializes in working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Asset allocation advice
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
08/17/2021 - Present
Citigroup Global Markets Inc. (Uniondale NY)
NY
04/22/2009 - 09/17/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WHITE PLAINS NY)
CT
10/19/2000 - 05/12/2009
CITIGROUP GLOBAL MARKETS INC. (GREENWICH CT)
MO
06/09/1993 - 10/19/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
01/28/1993 - 06/04/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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