Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Lemaster is a financial advisor with Coldstream Wealth Management. Henry is registered with the state of Washington and holds the Series 66, Series 7TO and SIE licenses. He specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Prior to joining Coldstream Wealth Management, Henry worked at Ameriprise Financial Services, LLC. Henry has a history of working with clients and is dedicated to providing them with personalized financial advice and investment strategies.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
08/15/2024 - Present
Coldstream Wealth Management (BELLEVUE WA)
WA
11/15/2023 - 08/15/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Bellevue WA)
BOTH
Issued 02/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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