Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Goldstone is a financial advisor at LPL Financial LLC, with over 20 years of experience in the industry. Henry is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 66, Series 7 and SIE licenses. In addition to his current position, Henry has previously held positions at Centaurus Financial, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Henry is a dedicated advisor who focuses on providing investment advice and financial planning services to individuals, corporations, and charitable organizations. Henry's expertise and commitment to providing quality service make him a valuable resource for clients seeking investment advice and financial planning.
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.
Consulting and other non-discretionary advisory services
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
NV
02/10/2014 - Present
LPL Financial LLC (GARDNERVILLE NV)
CA
02/29/2000 - 02/18/2003
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
NY
07/22/1999 - 03/31/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/22/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 08/17/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Henry Goldstone is the right advisor for you? Invested Better is here to help.
