Henry Heidrich (CRD# 7692980) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mitchell, KY and has 1 year of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America N.a. | Lakeside Park, KY | Jun 2023 - Current | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakeside Park, KY | Jan 2023 - Current | 1 |
Central Bank And Trust | Lexington, KY | Apr 2022 - Jan 2023 | < 1 |
Fifth Third Bank | Cincinnati, OH | May 2017 - Apr 2022 | 4 |
Cincinnati Reds | Cincinnati, OH | Mar 2012 - Oct 2017 | 5 |
University Of Cincinnati | Cincinnati, OH | Aug 2016 - May 2017 | < 1 |
Four Seasons Tent Rental | Ft Mitchell, KY | Jan 2010 - May 2017 | 7 |
Bonefish Grill | Crescent Springs, KY | Nov 2015 - Mar 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- KY
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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