Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam McHenry is a financial professional with over 15 years of experience in the financial services industry. Adam is a registered representative of Bankers Life Advisory Services, Inc., a financial advisory firm that provides financial planning, investment management, and educational seminars to individuals, families, and businesses. Adam holds several professional designations, including Chartered Financial Consultant. He is a Series 6, 7, 24, 63 and 66 licensed financial professional and has been registered in multiple states. Adam has a strong track record of helping clients achieve their financial goals and is dedicated to providing personalized service and sound advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
07/11/2016 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IN
06/15/2010 - 05/26/2016
PROEQUITIES, INC. (MUNCIE IN)
IN
03/24/2008 - 05/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MUNCIE IN)
BOTH
Issued 10/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Adam McHenry is the right advisor for you? Invested Better is here to help.
