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. Peterson is a financial advisor with Medallion Wealth Advisors, LLC, registered with the state of Connecticut since 2014. He has been in the industry since 2013 and also holds registrations in other states including Florida, Georgia, Indiana, Kentucky, Maine, Massachusetts, New Jersey, New York, North Carolina, Ohio, Texas and Virginia. Henry has a broad range of experience and provides services including financial planning, portfolio management for businesses and individuals, and selection of other advisors. He is committed to providing customized financial solutions to meet the unique needs of his clients. Henry previously worked at First Investors Corporation.
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.
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
CT
12/08/2017 - Present
Medallion Wealth Advisors, LLC (FARMINGTON CT)
CT
03/11/2013 - 08/04/2014
FIRST INVESTORS CORPORATION (E. HARTFORD CT)
IA
Issued 08/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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