Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Andrea Henry is a financial advisor with over 20 years of experience in the financial services industry. Judith is currently registered with LPL Financial LLC and has previously worked with several other firms including Financial Network Investment Corporation, BANC of America Investment Services, Inc., Quick & Reilly, Inc., Shawmut Brokerage, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Judith is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Judith has a strong track record of success in providing financial advice to individuals, families, and businesses. Judith is committed to providing her clients with personalized financial planning and investment management services. Judith is passionate about helping her clients achieve their financial goals and live their best lives.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MA
08/07/2018 - Present
LPL Financial LLC (MARLBOROUGH MA)
MA
12/18/2006 - 09/16/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (LEOMINISTER MA)
MA
10/20/2004 - 12/13/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (WORCESTER MA)
NY
07/25/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NA
06/16/1993 - 02/13/1996
SHAWMUT BROKERAGE, INC.
MN
04/18/1989 - 10/10/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/18/1989 - 10/10/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Judith Henry is the right advisor for you? Invested Better is here to help.
