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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Henrici is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Robert Michael Henrici has been in the industry since January 5, 1999. Robert Michael Henrici has current registrations with the state of Florida and Texas as well as past registrations with other states. Robert Michael Henrici has a history of employment with Prudential Securities Incorporated and Wells Fargo Clearing Services, LLC. Robert Michael Henrici has passed the following exams: Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination, Securities Industry Essentials Examination, and General Securities Representative Examination.
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.
Investment consulting services to institutional clients
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
FL
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH GARDENS FL)
NY
09/30/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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