Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Espinosa is a registered representative with New York Life Investment Management LLC, and has been in the industry since 2007. Henry holds the Series 66, Series 7, and Series 24 licenses and is registered in 51 states and the District of Columbia. Henry was previously registered with ALLIANCEBERNSTEIN INVESTMENTS, INC. from 2006 to 2008. Henry is a co-owner of Avila & Espinosa LLC, a non-investment related property management firm.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
05/24/2011 - Present
NEW York Life Investment Management LLC (NEW YORK NY)
NY
09/08/2006 - 12/01/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
BOTH
Issued 01/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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