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Henry J Rossi

W & S Brokerage Services, Inc.

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About Henry J Rossi

Henry Rossi is a financial professional with over 10 years of experience in the financial services industry. Henry is a Registered Representative of W&S Brokerage Services, Inc., and a Registered Investment Advisor, licensed in several states. Henry's specialties include providing investment advice to individuals, as well as portfolio management services. Henry is a Chartered Financial Consultant, a designation that is awarded to individuals who have demonstrated a high level of knowledge and experience in financial planning. Henry is committed to providing his clients with personalized financial advice that is tailored to their specific needs and goals.

Firm Information

Henry Rossi is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Henry Rossi’s Registration & Firm History

KY

10/07/2019 - Present

W&S Brokerage Services, Inc. (FORT WRIGHT KY)

OH

01/04/2016 - 10/11/2017

W&S BROKERAGE SERVICES, INC. (WEST CHESTER OH)

OH

02/13/2014 - 12/31/2014

W&S BROKERAGE SERVICES, INC. (HAMILTON OH)

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Licenses & Designations

BC

Issued 02/11/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Henry J Rossi.
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