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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lawrence Henry is a financial advisor with over 40 years of experience in the industry. He is currently registered with Cetera Investment Advisers LLC and has been with the firm since September 2022. Previously, William Henry has worked with several other financial institutions including First Allied Securities, Inc., First Montauk Securities Corp., Smith Barney Inc., Lehman Brothers Inc., Drexel Burnham Lambert Incorporated, E. F. Hutton & Company Inc., A.G. Becker Paribas Incorporated, and Oppenheimer & Co., Inc.. William Henry has a wide range of experience in financial planning, portfolio management, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NJ
11/01/2022 - Present
Cetera Investment Advisers LLC (EATONTOWN NJ)
NJ
12/09/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EATONTOWN NJ)
NJ
08/22/1997 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
05/22/1989 - 08/29/1997
SMITH BARNEY INC. (NEW YORK NY)
NA
05/14/1988 - 12/24/1992
LEHMAN BROTHERS INC.
NA
09/04/1984 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
09/01/1977 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
09/12/1983 - 09/28/1984
A.G. BECKER PARIBAS INCORPORATED
NA
01/27/1978 - 09/15/1983
OPPENHEIMER & CO., INC.
IA
Issued 7/2/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 8/20/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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