Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Wong is a financial advisor with Juncture Wealth Strategies, LLC. Henry has been in the industry since 2013 and is licensed in both Arizona and Illinois. Henry's firm specializes in providing financial planning, pension consulting, and portfolio management services for individuals and families. They also have experience in selecting other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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IL
11/01/2021 - Present
Juncture Wealth Strategies, LLC (Naperville IL)
AZ
10/22/2020 - 09/24/2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Oro Valley AZ)
AZ
11/09/2015 - 11/04/2020
CENTAURUS FINANCIAL, INC. (TUCSON AZ)
BOTH
Issued 09/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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