Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Manuel Nunez is a financial advisor with over 10 years of experience in the financial services industry. Henry is currently registered with Osaic Institutions, Inc., a financial firm located in Meriden, Connecticut. Henry specializes in providing financial planning, investment management, and educational seminars to individuals, corporations, and charitable organizations. Henry holds a Series 65 and a Series 66 license, as well as a Series 7 license. Henry is committed to helping clients achieve their financial goals and is dedicated to providing exceptional service. Before joining Osaic Institutions, Inc., Henry was employed by several other financial institutions, including NYLIFE Securities LLC, MML Investors Services, LLC, and Capital One Advisors, LLC. Henry's experience and expertise make him a valuable asset to any client looking for financial guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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2
NY
07/19/2021 - Present
Osaic Institutions, Inc. (SCARSDALE NY)
NJ
03/22/2017 - 05/03/2018
CAPITAL ONE INVESTING, LLC (FAIRFIELD NJ)
NY
06/22/2016 - 12/31/2016
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
10/06/2014 - 05/19/2016
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
06/17/2011 - 01/10/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/13/2009 - 05/17/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
06/25/2008 - 03/31/2009
HRC INVESTMENT SERVICES, INC. (GLEN HEAD NY)
NY
04/11/2007 - 06/24/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDDLETOWN NY)
IA
Issued 04/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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