Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Charles Kochan is an Investment Advisor Representative with The Ameriflex Group, a firm providing comprehensive wealth management, financial planning and advisory services. Henry has been in the financial services industry since 1991, serving clients in various states. Henry has extensive experience in financial planning and portfolio management for individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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FL
11/01/2022 - Present
THE Ameriflex Group (Longboat Key FL)
FL
10/21/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Lakewood Ranch FL)
NJ
01/08/2019 - 10/21/2021
APW CAPITAL, INC. (Sea Girt NJ)
FL
10/17/2016 - 01/10/2019
AMERIPRISE FINANCIAL SERVICES, INC. (St. Petersburg FL)
NJ
03/29/2004 - 10/21/2016
GIRARD SECURITIES, INC. (SEA GIRT NJ)
MA
11/14/1997 - 03/31/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NJ
04/05/1991 - 11/19/1997
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 11/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2003
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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