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Mark William Henkels

Moelis & Co. LLC

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About Mark William Henkels

Mark Henkels is a financial advisor at Moelis & Co. LLC, located in West Palm Beach, Florida. Mark has been in the financial services industry since 1995. Prior to joining Moelis & Co. LLC, Mark was with CIBC World Markets Corp. and Jefferies & Company, Inc. Mark is a Series 7, 24, 63 and 99 licensed advisor. Mark is registered in Florida and New York.

Firm Information

Mark Henkels is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Mark Henkels’s Registration & Firm History

FL

02/07/2008 - Present

Moelis & Co. LLC (West Palm Beach FL)

NY

01/30/2002 - 01/14/2008

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

01/19/2005 - 01/20/2005

JEFFERIES & COMPANY, INC. (NEW YORK NY)

NY

07/25/1997 - 02/26/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

10/18/1996 - 06/09/1997

SALOMON BROTHERS INC. (NEW YORK NY)

NY

01/24/1995 - 10/08/1996

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/13/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark William Henkels.
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