Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Acuna Menchaca is a financial advisor at Wells Fargo Clearing Services, LLC, a firm with over $10 billion to $50 billion in assets under management. Henry has been in the industry since 2016 and holds Series 6, 7, 63, and 66 securities licenses. Henry has been with Wells Fargo Clearing Services, LLC since 2016. Prior to that, Henry was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Henry is registered to provide investment advice in California, Montana, and other states. Henry is a registered representative of Wells Fargo Clearing Services, LLC and a financial advisor with Wells Fargo Advisors LLC.
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.
Investment consulting services to institutional clients
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.
1
2
CA
07/29/2022 - Present
Wells Fargo Clearing Services, LLC (FRESNO CA)
CA
03/23/2020 - 08/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAKERSFIELD CA)
CA
08/11/2016 - 03/24/2020
WELLS FARGO CLEARING SERVICES, LLC (DELANO CA)
BOTH
Issued 11/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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