Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Benjamin Coker is a financial advisor with Kestra Advisory Services, LLC. Henry has been a registered representative in the securities industry since 1985. Henry is a Chartered Financial Consultant and has experience in providing investment advice, financial planning, and portfolio management. He has experience working with a variety of clients, including individuals, families, corporations, and retirement plans. Henry is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals.
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
AL
08/27/2021 - Present
Kestra Advisory Services, LLC (Montgomery AL)
AL
05/16/2013 - 08/23/2021
BBVA SECURITIES INC. (MONTGOMERY AL)
AL
04/01/1997 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (MONTGOMERY AL)
AL
05/21/1985 - 04/07/1997
PROEQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 05/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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