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Daniel L Henry

Kestra Investment Services, LLC

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About Daniel L Henry

Daniel L Henry is a financial advisor with Kestra Investment Services, LLC in BRIDGEVILLE, PA. Daniel has been working in the financial industry since 2006 and has experience in financial advisory services. Daniel holds several licenses and certifications, including the Series 7 and Series 63 licenses as well as the SIE exam. Daniel is registered to provide investment advice in Nevada, New Jersey, and Pennsylvania.

Firm Information

Daniel Henry is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daniel Henry’s Registration & Firm History

PA

06/13/2006 - Present

Kestra Investment Services, LLC (BRIDGEVILLE PA)

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Licenses & Designations

BC

Issued 09/29/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel L Henry.
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