Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Jerome Gawel is a financial advisor with over 30 years of experience in the industry. Henry has been associated with Wells Fargo Clearing Services, LLC since 2008. He previously worked for A. G. EDWARDS & SONS, INC., THOMAS JAMES ASSOCIATES, INC., MARSHALL DAVIS, INC., INVESTORS CENTER, INC. and NATIONAL SECURITIES CORPORATION. Henry is a licensed Securities Agent and holds Series 63, SIE and Series 7 licenses. Henry provides investment consulting services to institutional clients, as well as financial planning, pension consulting and portfolio management services for businesses and individuals.
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.
1
2
DE
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (NEWARK DE)
DE
01/19/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NEWARK DE)
NY
01/04/1990 - 02/17/1990
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NA
02/27/1989 - 11/28/1989
MARSHALL DAVIS, INC.
NY
12/14/1988 - 03/10/1989
INVESTORS CENTER, INC. (HAUPPAGUE NY)
NA
08/05/1988 - 12/01/1988
NATIONAL SECURITIES CORPORATION
NA
03/25/1987 - 08/09/1988
BLINDER, ROBINSON & CO., INC.
BC
Issued 02/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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