Henry GreenbergCRD Number: 1412544
Current Firm: Voya Financial Advisors, Inc.
Henry Greenberg (CRD# 1412544) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Worcester, MA and has over 32 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Commonwealth Financial Network
Signator Investors, Inc.
|Voya Financial Advisors, Inc.||Worcester, MA||Jul 2016 - Current||1|
|Investors Capital Corp||Lynnfield, MA||Aug 2009 - Jun 2016||6|
|Wachovia Securities, LLC||Worcester, MA||Jan 2008 - Aug 2009||1|
|A. G. Edwards & Sons, Inc.||Worcester, MA||Oct 1995 - Jan 2008||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Oct 1991|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- 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