linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Henri Pitkanen

Polen Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Henri? Claim Your Profile

About Henri Pitkanen

Henri Pitkanen is an investment advisor representative with Polen Capital Management, LLC. Henri has been in the financial industry since 2018. Henri has passed the Securities Industry Essentials Examination, the General Securities Representative Examination and the Uniform Combined State Law Examination. Henri is licensed to provide investment advice in all 50 states. Henri is registered with the Financial Industry Regulatory Authority (FINRA) and has a current employment with Polen Capital Management, LLC. Henri is a senior relationship associate at Polen Capital Management, LLC and is responsible for assisting with day to day administration and client servicing.

Firm Information

Henri Pitkanen is currently registered with Polen Capital Management, LLC. Polen Capital Management, LLC is an investment advisor headquartered in Boca Raton, Florida. The firm manages over $43 billion in assets for a variety of clients, including high-net-worth individuals, institutions, and pooled investment vehicles. Polen Capital specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm has a team of 39 registered representatives and 27 investment advisory professionals.
Polen Capital Management, LLC

1825 NW CORPORATE BLVD.

BOCA RATON, FL 33431

$43.24B

Assets Under Management

36

Total Clients

11

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Henri Pitkanen’s Registration & Firm History

FL

06/19/2020 - Present

Polen Capital Management, LLC (BOCA RATON FL)

FL

11/14/2018 - 06/03/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

Not sure if Henri Pitkanen is right for you?

Licenses & Designations

BOTH

Issued 12/05/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Henri Pitkanen.
Not sure if Henri Pitkanen is right for you?