Unclaimed
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.
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.
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2
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)
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
Active
Inactive
F
FINRA
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