Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry E. Crosby Jr. is a financial advisor with over 18 years of experience in the industry. Henry is currently registered with Hightower Advisors, LLC and has been with the firm since September 2013. Prior to that, Henry was registered with Morgan Stanley and Citigroup Global Markets Inc.. Henry holds licenses in Alabama, California, South Carolina and Tennessee. He has passed the Series 7, 31, 63 and 65 exams as well as the SIE exam. Henry provides financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors and treasury management for corporate clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
09/13/2013 - Present
Hightower Advisors, LLC (CHICAGO IL)
AL
06/01/2009 - 09/26/2013
MORGAN STANLEY (HUNTSVILLE AL)
AL
02/17/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HUNTSVILLE AL)
IA
Issued 03/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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