Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Robert Soluk is a financial professional with over 25 years of experience in the industry. Henry is currently registered with Charles Schwab & CO., Inc. and has held previous positions at Altruist Financial LLC, Assetmark Brokerage, LLC, TD Ameritrade, Inc., Sincere & Co., LLC, Kobren Insight Brokerage, Inc, A. G. Edwards & Sons, Inc., Gruntal & Co., L.L.C., and Lew Lieberbaum & Co., Inc. Henry is a Series 7 and Series 66 licensed professional. He is also a registered Investment Advisor Representative in New Jersey. Henry offers a variety of services including financial planning, selection of other advisors, and wrap fee program sponsorship.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
09/22/2023 - Present
Charles Schwab & CO., Inc. (Chicago IL)
CA
08/17/2021 - 10/06/2022
ALTRUIST FINANCIAL LLC (CULVER CITY CA)
CA
03/23/2021 - 07/28/2021
ASSETMARK BROKERAGE, LLC (CONCORD CA)
NY
12/12/2006 - 01/06/2021
TD AMERITRADE, INC. (SMITHTOWN NY)
MA
11/09/2004 - 10/31/2006
SINCERE & CO., LLC (HOLLISOTN MA)
MA
02/07/2002 - 10/15/2004
KOBREN INSIGHT BROKERAGE, INC (WELLESLEY MA)
MO
01/19/1999 - 01/16/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
02/27/1996 - 01/22/1999
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
08/14/1995 - 11/20/1995
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
BOTH
Issued 09/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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