Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Boyce iii is a financial advisor with UBS Financial Services Inc. Henry has been in the industry since 1979 and has experience in both the brokerage and investment advisory fields. Henry is registered with FINRA and the state of Florida. Henry holds Series 7, 63, 65, 5, 15, and SIE licenses. Henry also has a Bachelor of Arts degree in Economics from the University of Florida.
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.
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.
See schedule d - miscellaneous
1
2
FL
02/28/2013 - Present
UBS Financial Services Inc. (Hallandale Beach FL)
FL
06/01/2009 - 03/08/2013
MORGAN STANLEY (AVENTURA FL)
FL
07/01/1991 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AVENTURA FL)
NY
05/01/1979 - 07/02/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 10/23/1981
Series 5 - Interest Rate Options Examination
BC
Issued 04/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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