Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Mary Henes is a financial advisor registered with Waverly Advisors, LLC, a firm headquartered in Birmingham, Alabama. Colleen has been a financial advisor for over 10 years and holds the Series 65 license. Colleen is a Certified Financial Planner and provides financial planning, pension consulting, and selection of other advisors services to individuals, businesses, and pooled investment vehicles. Colleen is also a member of StrategIQ Tax and Business Services, LLC which provides tax return preparation services.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
01/10/2024 - Present
Waverly Advisors, LLC (OAK BROOK IL)
IA
Issued 05/07/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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