Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Renwick Minchin Jr. is a financial advisor with Citigroup Global Markets Inc. based in Greenwich, CT. Henry has been working in the financial industry since 1998, and has been registered with the state of Connecticut since 2023. Henry holds a Series 7, 63, 24, 3, 55, and SIE licenses, and is also a registered Investment Advisor. Prior to joining Citigroup Global Markets Inc., Henry worked at J.P. MORGAN SECURITIES LLC, KCG AMERICAS LLC, and CREDIT SUISSE SECURITIES (USA) LLC. Henry provides investment advice to individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Henry also provides asset allocation advice, financial planning, pension consulting, and portfolio management services.
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.
1
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 06/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/12/2009
Series 3 - National Commodity Futures Examination
BC
Issued 06/09/1997
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
I
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
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Henry Minchin is the right advisor for you? Invested Better is here to help.
