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Henry Augustine Troese

American Global Wealth Management, Inc.

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About Henry Augustine Troese

Henry Augustine Troese is a registered representative with American Global Wealth Management, Inc. Henry has been in the industry since 1987 and has held previous positions with Professional Broker-Dealer Financial Planning, Inc. and HD Vest Investment Services. Henry holds the Series 6, Series 63, and SIE licenses. Henry specializes in helping clients with their investment needs. Henry is committed to providing his clients with the best possible service and guidance.

Firm Information

Henry Troese is currently registered with American Global Wealth Management, Inc.. American Global Wealth Management, Inc. is a corporation formed in February 1977. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

22

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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Henry Troese’s Registration & Firm History

GA

02/27/2024 - Present

American Global Wealth Management, Inc. (McDonough GA)

CO

07/30/2015 - 04/24/2024

PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC. (CASTLE ROCK CO)

PA

08/25/1987 - 08/07/2015

HD VEST INVESTMENT SERVICES (CLARION PA)

CO

01/04/1991 - 12/22/2011

PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC. (CASTLE ROCK CO)

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Licenses & Designations

BC

Issued 08/24/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Henry Augustine Troese.
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