Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Henrich is an investment advisor representative with Parallel Advisors, LLC. Robert has been in the financial services industry since 1992. Robert is a Certified Financial Planner and a Chartered Financial Analyst. Robert is registered with the state of Ohio and Texas. Robert previously worked for FIFTH THIRD SECURITIES, INC., J.P. MORGAN SECURITIES LLC, NATCITY INVESTMENTS, INC., ZIONS INVESTMENT SECURITIES, INC., VALMARK SECURITIES, INC., VESTAX SECURITIES CORPORATION, and CORPORATE SECURITIES GROUP, INC..
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.
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.
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.
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2
OH
11/13/2020 - Present
Parallel Advisors, LLC (DAYTON OH)
OH
11/27/2013 - 05/04/2018
FIFTH THIRD SECURITIES, INC. (DAYTON OH)
OH
09/04/2009 - 11/06/2013
J.P. MORGAN SECURITIES LLC (CINCINNATI OH)
OH
09/03/2002 - 08/18/2009
NATCITY INVESTMENTS, INC. (DAYTON OH)
UT
12/05/2001 - 05/09/2002
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
OH
03/17/1998 - 02/29/2000
VALMARK SECURITIES, INC. (AKRON OH)
OH
07/15/1994 - 03/12/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
MO
11/20/1992 - 04/26/1993
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
IA
Issued 10/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/27/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/09/1994
Series 4 - Registered Options Principal Examination
BC
Issued 09/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 05/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1992
Series 7 - General Securities Representative Examination
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Inactive
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