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Steven M. Henriksen

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CRD#: 1088612
SH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Martin Henriksen, who also goes by Steve Henriksen, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1983. Steven had worked at 4 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Henriksen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 24, 1998 - March 26, 2014

VAUGHAN NELSON TRUST COMPANY

RIA
CRD#: 105782
HOUSTON, TX
Past

April 25, 1996 - December 22, 2023

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

RIA
CRD#: 106975
HOUSTON, TX
Past

January 5, 1987 - February 10, 1994

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

March 22, 1983 - January 29, 1987

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/13/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


VN
VAUGHAN NELSON TRUST COMPANY
VAUGHAN NELSON TRUST | VAUGHAN NELSON TRUST COMPANY | VNSM TRUST CO | VNSM TRUST COMPANY

CRD#: 105782 / SEC#: 801-29438

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Contact information


Main Address
600 Travis Ste 6300, Houston, TX 77002-3071
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

2013 FIRM BROCHURE 03-28-13-TRUST PART 2A FINAL - W-SMC (3/28/2013)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VAUGHAN NELSON TRUST COMPANY

CRD#: 105782

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