Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marybeth? Claim Your ProfileMarybeth Henry is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 20 years of experience in the industry. Marybeth is registered in multiple states including, Connecticut, Illinois, Pennsylvania, and Texas. Marybeth holds a number of industry licenses and certifications, including Series 66, Series 63, Series 53, Series 7, Series 52 and SIE. Marybeth has a strong track record of success in providing financial advice to individuals and institutions. Marybeth specializes in providing a range of services, including financial planning, portfolio management, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
06/25/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BALA CYNWYD PA)
NA
07/01/1988 - 06/21/1990
VANGUARD MARKETING CORPORATION
NA
08/26/1983 - 05/14/1987
CHASE MANHATTAN CAPITAL MARKETS CORPORATION
NA
03/01/1983 - 07/21/1983
KENNY & BRANISEL MUNICIPALS, INC.
BOTH
Issued 03/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/1981
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1981
Series 52 - Municipal 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
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