Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Burl Pilger is a financial advisor with over 20 years of experience in the industry. Henry has been registered with Valmark Advisers, Inc. since 2019. Prior to that, Henry was registered with Valmark Securities, Inc. and VWM Insurance Services, LLC. Henry specializes in portfolio management for individuals, businesses, and investment companies. Henry is also a Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
OH
03/27/2019 - Present
Valmark Advisers, Inc. (Akron OH)
CA
04/05/2004 - 07/12/2017
VALMARK SECURITIES, INC. (SAN FRANCISCO CA)
CA
12/14/2000 - 05/23/2012
VWM INSURANCE SERVICES, LLC (SAN FRANCISCO CA)
OH
06/10/1998 - 03/02/2001
VALMARK SECURITIES, INC. (AKRON OH)
IA
Issued 03/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/22/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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