Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Jordan is a financial advisor with UBS Financial Services Inc. Henry has 17 years of experience in the financial services industry. Henry is registered with FINRA and holds Series 6, 7, 31 and 66 licenses. Henry is also registered as an Investment Advisor Representative with the state of Texas. Henry has previously worked at Sanford C. Bernstein & Co., LLC and Allstate Financial Services, LLC. Henry specializes in financial planning, portfolio management, and pension consulting. Henry is dedicated to providing his clients with the highest level of service and expertise.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
08/29/2011 - Present
UBS Financial Services Inc. (PLANO TX)
TX
08/12/2009 - 07/12/2011
SANFORD C. BERNSTEIN & CO., LLC (DALLAS TX)
TX
04/10/2006 - 07/02/2009
ALLSTATE FINANCIAL SERVICES, LLC (GRAPEVINE TX)
BOTH
Issued 09/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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