Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry J Medina is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 30 years of experience in the financial industry. Henry is registered with FINRA as a Registered Representative (Series 7 and Series 63) and is also a Registered Investment Advisor. Henry holds the following licenses: Series 6, Series 7, and Series 63. Henry has provided financial services to clients in a variety of areas including insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. Henry has been a general partner/managing member of S & 3 A's Investment, LLC since 2025. Henry specializes in portfolio management for individuals, businesses, and pension plans. He also provides financial planning, educational seminars, and selection of other advisors. Henry is dedicated to providing clients with personalized financial advice and services to meet their individual needs.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
02/25/1992 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORPUS CHRISTI TX)
WI
08/06/1990 - 02/10/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 09/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1991
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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