Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Roy is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Henry Roy has been a financial advisor for 28 years. Henry Roy's primary office is located in Mansfield, MA. Henry Roy is also registered with the state of Texas and Rhode Island. Henry Roy is also a Certified Financial Planner (CFP). Henry Roy previously worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Investment consulting services to institutional 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.
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2
MA
08/05/2015 - Present
Wells Fargo Advisors Financial Network, LLC (MANSFIELD MA)
NJ
06/23/2000 - 03/13/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/16/1996 - 07/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
10/27/1994 - 12/16/1995
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 08/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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