Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Minchin is an active investment advisor representative registered with Citigroup Global Markets Inc. based in Greenwich, CT. Henry has been in the industry for over 25 years, starting in 1997. Henry has held registrations with several other firms including J.P. Morgan Securities LLC, KCG Americas LLC and Credit Suisse Securities (USA) LLC. Henry is licensed in 26 states and holds several industry licenses including Series 3, 7, 24, 55 and 63. In addition to working as an investment advisor, Henry is also a real estate investor and owns an investment company in California.
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.
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.
Asset allocation advice
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
CT
06/22/2023 - Present
Citigroup Global Markets Inc. (GREENWICH CT)
CT
08/16/2017 - 01/19/2023
J.P. MORGAN SECURITIES LLC (Greenwich CT)
NY
05/10/2016 - 06/12/2017
KCG AMERICAS LLC (New York NY)
NY
02/17/2000 - 10/28/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
06/11/1997 - 02/28/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 6/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 2/12/2009
Series 3 - National Commodity Futures Examination
BC
Issued 6/9/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
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Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
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Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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