Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Henkel is a financial advisor with Raymond James Financial Services Advisors, Inc. in Huntersville, North Carolina. David has been in the financial industry since December 2004. Prior to joining Raymond James, David was associated with WELLS FARGO CLEARING SERVICES, LLC. David is licensed to offer securities in Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Michigan, New York, North Carolina, South Carolina, Tennessee, Virginia, and West Virginia. David holds the Series 66, Series 31, Series 7, and SIE exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
09/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (Huntersville NC)
NC
12/08/2004 - 09/08/2021
WELLS FARGO CLEARING SERVICES, LLC (DAVIDSON NC)
BOTH
Issued 11/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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