Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Ralph Jongerling III is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc.. Henry has been in the financial services industry since 1997. Henry has been registered with the state of New York and other states. Henry is also an independent insurance agent for various independent insurance companies. Henry's experience spans various industries, including finance, insurance, and securities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
10/31/2024 - Present
Cambridge Investment Research Advisors, Inc. (New York NY)
NY
05/29/2007 - 12/04/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/13/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
05/08/1997 - 01/17/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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