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Wade Evan Henriquez

Amuni Financial, Inc.

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About Wade Evan Henriquez

Wade Evan Henriquez is a financial advisor with Amuni Financial, Inc. Wade has over 5 years of experience in the financial industry. Wade is registered to provide securities related services in Florida. Wade has earned the Series 7, Series 63, Series 52TO, and SIE securities licenses. Wade's firm, Amuni Financial, Inc., offers a variety of advisory services including portfolio management for businesses and individuals, and educational seminars. Amuni Financial, Inc. is an active and well-established firm, managing over $130 million for a diverse clientele.

Firm Information

Wade Henriquez is currently registered with Amuni Financial, Inc.. Amuni Financial, Inc., a corporation approved in 1980, provides financial planning services and portfolio management for individuals, businesses, and high-net-worth clients. The firm offers educational seminars and helps clients select other advisors. They are registered with the SEC and in 48 states.
Amuni Financial, Inc.

720 SECOND AVE S

ST PETERSBURG, FL 33701

$130.91M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial planning services available through clearing agent agreement

Financial planning services available through clearing agent agreement

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Wade Henriquez’s Registration & Firm History

FL

06/03/2019 - Present

Amuni Financial, Inc. (ST. PETERSBURG FL)

FL

12/13/2013 - 05/16/2019

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 07/22/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2019

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wade Evan Henriquez.
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