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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry C. Matheis is a financial advisor with Ameriprise Financial Services, LLC. Henry has been working in the financial services industry since 1995. Henry has a broad range of experience and is licensed to sell securities in the following states: Arizona, California, Florida, Illinois, Minnesota, New York, and South Carolina. Henry is also a Registered Investment Advisor (RIA) in New York. Henry specializes in financial planning, asset allocation, and portfolio management. Henry has over 20 years of experience working with individuals and families, as well as small businesses. Henry is committed to providing his clients with personalized financial advice and investment strategies.
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.
Asset allocation services
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.
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2
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (Rochester NY)
NY
08/20/2003 - 11/18/2014
LPL FINANCIAL LLC (WEBSTER NY)
MO
05/27/1998 - 08/25/2003
FFP SECURITIES, INC. (CHESTERFIELD MO)
MN
01/17/1995 - 05/27/1998
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 02/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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