Unclaimed
Henry Corrao is a financial advisor with KCD Financial, Inc. Henry has over 29 years of experience in the financial services industry. Henry is registered to provide securities and investment advisory services in both New York and Pennsylvania. He is also a licensed Series 63, Series 7, and Series 24 Principal. His previous experience includes positions with firms like Joseph Stone Capital, Freedom Investors Corp, Laidlaw & Company (UK) LTD, EKN Financial Services Inc, New Castle Financial Services LLC, J.P. Turner & Company, L.L.C., Basic Investors Inc, Advanced Planning Securities, Inc., Great Eastern Securities, Inc., Donald & Co. Securities Inc., Milestone Financial Services, Inc., Harrison Securities, Inc., M.S. Farrell & Company, Inc., Glenn Michael Financial, Inc., EBI Securities Corporation, Joseph Dillon & Company Inc., First Asset Management, Inc., HD Brous & Co., Inc., Lew Lieberbaum & Co., Inc., Chatfield Dean & Co., Inc., Joseph Roberts & Co., Inc., Stratton Oakmont Inc., and others. Henry focuses on providing financial planning and portfolio management for individuals and high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A portion of fees paid to 3rd party advisors
1
2
WI
05/23/2022 - Present
KCD Financial, Inc. (GREEN BAY WI)
NY
08/15/2017 - 05/06/2022
JOSEPH STONE CAPITAL L.L.C. (HUNTINGTON NY)
WI
05/20/2013 - 08/01/2017
FREEDOM INVESTORS CORP. (BROOKFIELD WI)
NY
10/02/2012 - 05/15/2013
LAIDLAW & COMPANY (UK) LTD. (MELVILLE NY)
NY
05/13/2009 - 10/12/2012
EKN FINANCIAL SERVICES INC. (MELVILLE NY)
NY
09/29/2008 - 05/07/2009
NEW CASTLE FINANCIAL SERVICES LLC (MELVILLE NY)
NY
11/12/2007 - 03/27/2008
EKN FINANCIAL SERVICES INC. (WOODBURY NY)
NY
03/23/2007 - 08/28/2007
NEW CASTLE FINANCIAL SERVICES LLC (FRANKLIN SQUARE NY)
NY
12/19/2006 - 03/23/2007
J.P. TURNER & COMPANY, L.L.C. (WESTBURY NY)
NY
06/28/2006 - 11/17/2006
NEW CASTLE FINANCIAL GROUP INC. (MELVILLE NY)
NY
09/15/2004 - 06/28/2006
BASIC INVESTORS INC. (MELVILLE NY)
NY
04/28/2003 - 09/16/2004
ADVANCED PLANNING SECURITIES, INC. (SMITHTOWN NY)
NY
07/21/2004 - 07/27/2004
GREAT EASTERN SECURITIES, INC. (NEW YORK NY)
GA
08/06/2002 - 04/14/2003
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NJ
11/01/2001 - 09/06/2002
DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)
NY
07/02/2001 - 09/12/2001
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
NY
01/16/2001 - 03/14/2001
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
NY
08/14/2000 - 08/30/2000
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
NY
06/15/2000 - 08/28/2000
GLENN MICHAEL FINANCIAL, INC. (MELVILLE NY)
CO
05/14/1999 - 05/31/2000
EBI SECURITIES CORPORATION (ENGLEWOOD CO)
NY
11/10/1998 - 03/10/1999
JOSEPH DILLON & COMPANY INC. (GREAT NECK NY)
NY
08/23/1997 - 08/28/1998
FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)
NY
03/08/1997 - 07/31/1997
HD BROUS & CO., INC. (GREAT NECK NY)
NY
06/20/1995 - 02/21/1997
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
CO
11/10/1994 - 06/05/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
FL
10/21/1994 - 11/30/1994
JOSEPH ROBERTS & CO., INC. (POMPANO BEACH FL)
NY
04/02/1992 - 10/28/1994
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
NY
01/15/1991 - 04/06/1992
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
BC
Issued 01/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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