Unclaimed
Henry Alan Gabelmann is a financial advisor with over 35 years of experience in the financial services industry. Henry is a Certified Financial Planner® professional and currently registered with Morgan Stanley. Henry has been a registered representative with Morgan Stanley since 2009. Henry has worked with a variety of clients, including individuals, families, businesses, and institutions. He is dedicated to helping clients achieve their financial goals by providing personalized financial advice and investment management 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NJ
08/22/2015 - Present
Morgan Stanley (Red Bank NJ)
NJ
05/16/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
NY
04/20/1988 - 05/16/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
03/07/1988 - 05/05/1988
SHEARSON LEHMAN HUTTON INC.
NA
05/21/1985 - 03/07/1988
E. F. HUTTON & COMPANY INC
IA
Issued 07/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1985
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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