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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Joseph Ferry is a financial advisor with over 25 years of experience. Henry specializes in providing financial planning services and portfolio management to individuals, families, and businesses. Henry is also a registered investment advisor representative for Focus Investment Advisors, Inc., and Focus Quantitative Methods, Inc. Henry's areas of expertise include retirement planning, college savings, and investment management. Henry has a deep understanding of the financial markets and can help you develop a personalized financial plan that meets your unique needs.
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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CA
12/05/2012 - Present
Focus Investment Advisors, Inc. (SOLANA BEACH CA)
CA
09/29/2011 - 12/31/2018
LPL FINANCIAL LLC (ENCINITAS CA)
CA
02/26/2010 - 10/04/2011
GIRARD SECURITIES, INC. (SAN DIEGO CA)
CA
02/08/2006 - 03/01/2010
SECURITIES AMERICA, INC. (ENCINITAS CA)
CA
10/31/2005 - 02/17/2006
AIG FINANCIAL ADVISORS, INC. (ENCINITAS CA)
AZ
11/22/1992 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 07/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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