Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Petry is an investment advisor representative with Next Financial Group, Inc. He is registered with the state of Connecticut and holds the Series 6, 7, 24 and 63 securities licenses. He also holds the SIE exam. Henry has been in the industry since 1982 and has been with Next Financial Group, Inc. since 2004. He is a Chartered Financial Consultant and Chartered Life Underwriter and also owns Henry T. Petry, CLU, CHFC, an insurance firm.
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.
Seminar/workshop attendance fees
1
2
CT
09/09/2008 - Present
Next Financial Group, Inc. (Madison CT)
MA
08/01/2002 - 05/18/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NY
05/03/1999 - 08/07/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/14/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
01/23/1991 - 03/16/1991
MCGINN, SMITH & CO., INC. (ALBANY NY)
NY
02/23/1987 - 11/19/1990
MCGINN, SMITH & CO., INC. (ALBANY NY)
NA
08/20/1982 - 02/25/1987
GUARDIAN INVESTOR SERVICES CORPORATION
BC
Issued 06/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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