Unclaimed
Keith James Henriquez is a financial professional with over 8 years of experience in the industry. Keith has a wide range of experience including working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A.. Keith currently works with Empower Advisory Group, LLC and Empower Financial Services, Inc. Keith offers a variety of advisory services including financial planning, educational seminars, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
FL
02/19/2025 - Present
Empower Advisory Group, LLC (Jacksonville FL)
BOTH
Issued 11/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Keith Henriquez is the right advisor for you? Invested Better is here to help.