Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Levy is a financial professional with over 50 years of experience in the industry. He has held both Broker-Dealer and Investment Advisor registrations and has worked with a variety of clients including individuals, corporations, investment companies, and government entities. Henry currently holds a Series 65 license and a Series 4 license and is registered with Chickasaw Capital Management, LLC, a firm that provides investment advice to clients in a variety of areas including portfolio management for individuals, corporations, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
02/08/2005 - Present
Chickasaw Capital Management, LLC (MEMPHIS TN)
TN
06/30/2004 - 10/01/2004
CHICKASAW SECURITIES, LLC (MEMPHIS TN)
NY
01/08/1963 - 12/31/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 02/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1978
Series 4 - Registered Options Principal Examination
BC
Issued 05/27/1966
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1983
Series 5 - Interest Rate Options Examination
BC
Issued 01/04/1963
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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