Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Hinz is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Henry has been in the financial services industry since December 21, 2009. Henry has passed the Series 66, SIE, Series 31, and Series 7 exams. Henry is registered in 38 states. Henry has experience with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Henry provides a variety of services, including portfolio management, financial planning, and educational seminars. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Henry worked at Morgan Stanley and AXA Advisors, LLC. Henry's primary business location is in NEW YORK, NY.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
07/11/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
01/27/2011 - 07/12/2017
MORGAN STANLEY (NEW YORK NY)
NY
12/16/2009 - 01/20/2011
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 01/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Henry Hinz is the right advisor for you? Invested Better is here to help.
