Henry WilliamsCRD Number: 1069287
Current Firm: Msi Financial Services, Inc.
Henry Williams (CRD# 1069287) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Virginia Beach, VA and has over 33 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|#ia Metlife Securities Inc.||Virginia Bch, VA||Apr 1976 - Current||41|
|Metropolitan Life Insurance Company||Va Beach, VA||Apr 1976 - Current||41|
|Metlife Securities Inc.||Va Beach, VA||Apr 1976 - Current||41|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1984|
|S65||NASAA Investment Advisors Law Examination||Nov 1998|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV