Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Thomas Etter is a financial advisor with over 30 years of experience in the industry. Henry has a wide range of experience, including working with Osaic Wealth, Inc., SAGEPOINT FINANCIAL, INC., MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., and METROPOLITAN LIFE INSURANCE COMPANY. Henry is currently registered with Osaic Wealth, Inc. in Florida and South Carolina and holds Series 6, Series 63 and SIE licenses. Henry provides a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
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
FL
09/01/2023 - Present
Osaic Wealth, Inc. (FORT LAUDERDALE FL)
FL
03/21/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
03/25/2017 - 03/22/2018
MML INVESTORS SERVICES, LLC (FORT LAUDERDALE FL)
FL
05/26/1992 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
FL
05/26/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BOCA RATON FL)
BC
Issued 10/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Henry Etter is the right advisor for you? Invested Better is here to help.
