Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Joseph Persia is a financial advisor with Raymond James Financial Services Advisors, Inc. Henry is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 1999. Henry has experience working for several large firms, including UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Henry has a diverse background in financial planning, portfolio management, and retirement planning. Henry is dedicated to providing personalized financial advice to help 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
10/04/2013 - Present
Raymond James Financial Services Advisors, Inc. (GREENSBORO NC)
NC
05/19/2006 - 10/04/2013
UBS FINANCIAL SERVICES INC. (GREENSBORO NC)
NC
06/03/1999 - 05/24/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
IA
Issued 07/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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