Unclaimed
Henry Nalley is a financial professional with over 25 years of experience in the industry. Henry is currently registered with GWN Securities Inc. and has held previous roles with Nationwide Securities, LLC, 1717 Capital Management Company and Covenant Securities, Inc. Henry has a broad range of expertise and holds the Series 6, 63, and 65 licenses as well as the SIE. Henry's primary focus is on providing financial advice and portfolio management services to individuals and businesses. Henry is passionate about helping clients achieve their financial goals, and his dedication to client service is evident in his long-standing relationships with clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
07/30/2010 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
MS
08/01/2008 - 07/30/2010
NATIONWIDE SECURITIES, LLC (GULFPORT MS)
MS
08/10/1994 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (GULFPORT MS)
DE
06/22/1994 - 11/08/1994
COVENANT SECURITIES, INC. (NEWARK DE)
IA
Issued 08/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Henry Nalley is the right advisor for you? Invested Better is here to help.