Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry A Portillo is a financial advisor with Fidelity Personal AND Workplace Advisors in Los Angeles, CA. Henry has been in the financial industry since October 2018. Henry is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Henry is registered with the state of California as an Investment Advisor Representative and a Broker. Henry also holds the Series 7, 6, 63, 65, and 26 licenses.
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.
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.
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
CA
05/22/2024 - Present
Fidelity Personal AND Workplace Advisors (LOS ANGELES CA)
CA
12/12/2019 - 12/18/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Los Angeles CA)
CA
06/20/2016 - 12/31/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (LOS ANGELES CA)
IA
Issued 08/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Henry Portillo is the right advisor for you? Invested Better is here to help.
