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FH

Frederick A. Henry

FIMCO SECURITIES GROUP
Port Washington, WI 53074
Some features on this profile are disabled
CRD#: 1429664
FH

Professional summary


Frederick Allen Henry, who also goes by Fred Henry, is a registered financial professional currently at FIMCO SECURITIES GROUP, INC. located in Port Washington, Wisconsin.

Frederick is registered as a RR (Registered Representative) and started their career in finance in 1985. Frederick has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fred Henry

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) - BD


Click below to view Frederick Allen Henry's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

September 17, 1992 - Present

FIMCO SECURITIES GROUP, INC.

Office #1: 110 S. Wisconsin St. Unit 2g, Port Washington, WI 53074
BD
CRD#: 30343
Port Washington, WI
Past

May 29, 1991 - September 18, 1992

AEGON USA SECURITIES INC.

BD
CRD#: 13302
CEDAR RAPIDS, IA
Past

June 24, 1986 - October 7, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

December 17, 1985 - July 31, 1986

INVESTORS BROKERAGE SERVICES, INC.

BD
CRD#: 4257

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: 9/18/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FS
FIMCO SECURITIES GROUP, INC.
FIMCO SECURITIES GROUP, INC.

CRD#: 30343 / SEC#: , 8-44863

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
110 S. Wisconsin St. Unit 2g, Port Washington, WI 53074
Mailing Address
110 S. Wisconsin St. Unit 2g, Port Washington, WI 53074
Phone number
(414) 702-8872
Established
Wisconsin since 04/02/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HENRY, FREDERICK ALLENPRESIDENT/CHIEF COMPLIANCE OFFICER1429664

Disclosures


Regulatory Event1

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


FIMCO SECURITIES GROUP, INC.

CRD#: 30343Port Washington, WI 53074

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