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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Wu is a registered investment advisor with Morgan Stanley and is currently active in California and Texas. Henry has been in the financial services industry for over 15 years and has a wide range of experience in providing investment advice to individuals, businesses, and institutions. Henry specializes in investment management, financial planning, and pension consulting. Henry has held previous roles with J.P. Morgan Securities LLC and Wells Fargo Advisors, LLC. Henry is a highly qualified advisor with a strong track record of success in the financial services industry.
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
CA
04/23/2020 - Present
Morgan Stanley (El Segundo CA)
CA
02/25/2013 - 02/29/2016
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
07/25/2008 - 02/25/2013
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
09/07/2007 - 06/25/2008
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
BOTH
Issued 11/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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