Unclaimed
Daniel Henry is a financial advisor with over 18 years of experience in the industry. Daniel is currently registered with Kestra Investment Services, LLC. Daniel has previously been registered with a variety of firms over their career. Daniel has passed the Series 63, Series 7, SIE exams. Daniel also holds the no known designation. Daniel specializes in brokerage services, assisting clients with investment strategies and market analysis.
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.
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.
1
2
PA
06/13/2006 - Present
Kestra Investment Services, LLC (BRIDGEVILLE PA)
BC
Issued 9/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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