Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry John Wanner is a financial advisor with Edward Jones. He has been in the financial industry since 2001. Henry is registered with the state of Illinois and holds Series 7, Series 66 and SIE licenses. Henry has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Fortis Clearing Americas LLC, and ABN AMRO Incorporated. He specializes in providing financial advice to individuals and businesses. Henry's primary focus is on retirement planning and wealth management. He is committed to providing personalized service and helping his clients achieve their financial goals.
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.
See schedule d - miscellaneous
1
2
IL
04/18/2019 - Present
Edward Jones (LAKE FOREST IL)
IL
07/28/2016 - 01/29/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
07/08/2010 - 07/19/2016
WELLS FARGO ADVISORS, LLC (LAKE FOREST IL)
IL
06/01/2009 - 12/16/2009
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
06/04/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
02/08/2007 - 04/08/2008
FORTIS CLEARING AMERICAS LLC (CHICAGO IL)
IL
07/17/2000 - 10/06/2006
ABN AMRO INCORPORATED (CHICAGO IL)
BOTH
Issued 06/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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