Unclaimed
Henry Dwight Stern is an investment advisor representative at HDS Capital Management, Inc. Henry has been a registered investment advisor since 2012 and holds Series 63 and Series 65 licenses as well as the Series 7 license. Henry has been employed with HDS Capital Management, Inc. since November 1999. Henry's previous employment was with Ferris, Baker Watts Incorporated in Baltimore, MD. HDS Capital Management, Inc. manages assets for individuals. The firm specializes in providing financial services to 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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/02/2012 - Present
HDS Capital Management, Inc. (BETHESDA MD)
MD
01/26/1984 - 09/08/1997
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
IA
Issued 08/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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