Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bill? Claim Your ProfileBill Edgar Henry is a registered representative with Wealth Enhancement Advisory Services, LLC. Bill Henry has been in the industry since 2005 and holds both Series 63 and 66 licenses. Bill Henry has worked for multiple firms in the financial industry, most recently with OSAIC WEALTH, INC. Bill Henry is also registered as an Investment Advisor Representative with the state of Texas.
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.
Guidance on pension options to ensure a secure financial future.
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.
Erisa 3(38) investment manager
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
TX
05/07/2024 - Present
Wealth Enhancement Advisory Services, LLC (DALLAS TX)
TX
11/03/2023 - 05/07/2024
OSAIC WEALTH, INC. (DALLAS TX)
TX
11/08/2010 - 11/03/2023
FSC SECURITIES CORPORATION (DALLAS TX)
TX
07/10/2008 - 11/03/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
05/09/2007 - 05/29/2008
UBS FINANCIAL SERVICES INC. (DALLAS TX)
NA
03/20/1986 - 05/23/1988
ASHFORD SECURITIES CORPORATION
BOTH
Issued 05/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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