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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Henderson is a financial advisor with over 17 years of experience in the financial services industry. David is registered with Highpoint Planning Partners, an independent financial advisory firm located in Downers Grove, Illinois. Prior to joining Highpoint Planning Partners, David was an advisor with Northwestern Mutual Investment Services, LLC and Chase Investment Services Corp. David is a Series 6, 7, 31, and 63 licensed advisor and holds the Series 66 and the Securities Industry Essentials (SIE) license. David is a dedicated advisor focused on providing financial guidance for individuals, corporations, and charitable organizations. David specializes in providing personalized financial planning services, portfolio management for businesses and individuals, and selection of other advisors.
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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2
IL
12/08/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
02/16/2011 - 11/16/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DOWNERS GROVE IL)
IL
04/26/2007 - 12/13/2010
CHASE INVESTMENT SERVICES CORP. (WHEATON IL)
IL
04/02/2007 - 04/18/2007
MORGAN STANLEY & CO., INCORPORATED (SPRINGFIELD IL)
IL
07/12/2005 - 04/02/2007
MORGAN STANLEY DW INC. (SPRINGFIELD IL)
AZ
03/18/2005 - 07/14/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BOTH
Issued 09/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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