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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henri? Claim Your ProfileHenri Moudi is an investment advisor representative at Mission Creek Capital Partners, Inc. Henri has been with the firm since December 2012. Henri is registered with the state of California, as well as with the states of Alabama, Arizona, Florida, Hawaii, Montana, Pennsylvania and Texas. Henri is also a Certified Financial Planner and a Chartered Financial Analyst. Prior to joining Mission Creek Capital Partners, Inc., Henri worked at STIFEL, NICOLAUS & COMPANY, INCORPORATED, THOMAS WEISEL PARTNERS LLC, FIRST FUND DISTRIBUTORS, INC., and BARABAN SECURITIES, INC. Henri has over 20 years of experience in the financial services industry. Henri has a strong track record of providing investment advice to high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Henri specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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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2
CA
11/11/2021 - Present
Mission Creek Capital Partners, Inc. (SAN FRANCISCO CA)
CA
03/01/2012 - 05/31/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
CA
05/22/2002 - 03/01/2012
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
AZ
04/17/1998 - 10/29/1998
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
CA
11/06/1995 - 05/03/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 12/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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