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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henrique joao? Claim Your ProfileHenrique Joao Pinheiro is a registered investment advisor representative at Bolton Securities Corp. Henrique Joao Pinheiro is also an investment advisor representative at Bolton Global Asset Management. Henrique Joao Pinheiro has been in the securities industry since February 16, 2000. Henrique Joao Pinheiro is licensed in California and Florida. Prior to joining Bolton Securities Corp., Henrique Joao Pinheiro worked at WELLS FARGO ADVISORS, LLC and PRUDENTIAL SECURITIES INCORPORATED. Henrique Joao Pinheiro specializes in providing portfolio management for businesses and individuals, as well as financial planning and pension consulting services.
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.
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.
Earned based on transactions or products sold.
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.
1
2
MA
12/21/2016 - Present
Bolton Securities Corp. (BOLTON MA)
FL
07/01/2003 - 09/08/2016
WELLS FARGO ADVISORS, LLC (MIAMI FL)
NY
05/16/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/02/2000 - 05/07/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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