Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Oliver McCormack is a financial advisor registered with Laidlaw Wealth Management LLC. Henry has been in the industry for 12 years and holds several securities licenses, including Series 63, 66 and 7. Henry is also a registered investment advisor in New York. Henry's current firm is based in New York, New York.
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.
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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2
NY
12/23/2021 - Present
Laidlaw Wealth Management LLC (NEW YORK NY)
BOTH
Issued 12/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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