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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 Devries is an investment advisor representative for Spire Wealth Management, LLC with over a decade of experience in the financial services industry. Henry holds the Series 66, Series 7, and Series 10 and Series 9 securities licenses, and is also a Certified Financial Planner. He is dedicated to providing personalized financial planning, retirement and estate planning, and insurance services to a wide range of clients, including individuals, families, and businesses. Previously, Henry worked at Morgan Stanley and Morgan Stanley Private Bank. Henry is committed to providing objective and comprehensive advice to help clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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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NY
07/24/2024 - Present
Spire Wealth Management, LLC (Rhinebeck NY)
NY
05/02/2011 - 08/17/2021
MORGAN STANLEY (PURCHASE NY)
BOTH
Issued 05/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/06/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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