Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ursula? Claim Your ProfileUrsula Juliana Henry is a financial advisor with over 25 years of experience in the industry. Ursula is currently registered with Franklin Distributors, LLC. Previously, Ursula was registered with Hartford Equity Sales Company Inc., Liberty Securities Corporation, American Skandia Marketing, Inc., and Westport Financial Services, L.L.C.. Ursula is licensed to provide investment advice in 53 states and the District of Columbia. Ursula holds the Series 6 and SIE licenses and has passed the Uniform Securities Agent State Law Examination (Series 63).
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
CT
06/12/2009 - Present
Franklin Distributors, LLC (STAMFORD CT)
CT
01/02/2002 - 06/01/2009
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
04/25/2000 - 11/28/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
CT
08/26/1999 - 02/04/2000
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NY
02/03/1997 - 06/14/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
FL
05/12/1995 - 07/01/1996
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
BC
Issued 04/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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