Henry Echeverria (CRD# 1624491) is an Investment Advisor Representative working at Prudential Financial Planning Services in Melville, NY and has over 37 years of experience in the finance industry.
CRD# 4896689
J.p. Morgan Securities LLC
CRD# 5336896
Cetera Investment Advisers LLC
CRD# 2637653
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Howard Beach, NY | Apr 2019 - Current | 5 |
| Prudential Insurance Company Of America | Howard Beach, NY | Apr 2019 - Current | 5 |
| Mml Investors Services, Inc. | New York, NY | Nov 1991 - Apr 2019 | 27 |
| Massachusetts Mutual Life Insurance Comp | New York, NY | Oct 1991 - Apr 2019 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1987 |
- NY
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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