Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Steven Cooperman is a financial advisor with over 40 years of experience in the industry. Henry is currently registered with Morgan Stanley in Ridgefield, Connecticut. Henry has previously held positions at UBS Financial Services Inc., Wells Fargo Advisors, LLC, LPL Financial Corporation, IFMG Securities, Inc., Hartford Equity Sales Company Inc., NYLIFE Securities Inc., Northwestern Mutual Investment Services, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, Robert W. Baird & Co. Incorporated, and Northwestern Mutual Investment Services, LLC. Henry has a broad range of experience in the financial services industry and is well-equipped to provide clients with advice on a variety of financial matters.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
07/14/2023 - Present
Wealthpenn.comllc (Ridgefield CT)
NY
03/14/2012 - 03/29/2016
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NJ
11/07/2008 - 03/16/2012
WELLS FARGO ADVISORS, LLC (SOUTH PLAINFIELD NJ)
NJ
05/27/2008 - 11/12/2008
LPL FINANCIAL CORPORATION (STIRLING NJ)
NJ
07/19/2005 - 05/27/2008
IFMG SECURITIES, INC. (CRANFORD NJ)
CT
11/16/2004 - 07/20/2005
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
07/07/2003 - 11/15/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
WI
10/24/2002 - 05/16/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MA
10/30/1998 - 09/20/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/30/1998 - 09/20/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
WI
03/04/1985 - 09/15/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
07/22/1981 - 09/15/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 7/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/2/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 7/20/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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