Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Michael Henry is a financial advisor with Perella Weinberg Partners LP. Stephen has been in the industry since August 30, 2003. Stephen is registered with FINRA and the state of California. Stephen has passed the Series 63, Series 7, Series 24, Series 79TO and SIE exams. Stephen has worked at Lazard Freres & Co. LLC, Jefferies & Company, Inc., and Quarterdeck Investment Partners, LLC.
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.
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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2
CA
02/02/2022 - Present
Perella Weinberg Partners LP (Los Angeles CA)
CA
09/05/2008 - 01/28/2022
LAZARD FRERES & CO. LLC (LOS ANGELES CA)
CA
02/05/2004 - 08/28/2008
JEFFERIES & COMPANY, INC. (LOS ANGELES CA)
CA
08/20/2003 - 04/16/2004
QUARTERDECK INVESTMENT PARTNERS, LLC (LOS ANGELES CA)
BC
Issued 06/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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