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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Conley is a financial advisor with Cetera Investment Advisers LLC. Henry has been in the financial industry since 2010. Henry holds the Series 6, 7, 26, 63, 65, and 66 securities licenses. Henry's other business affiliations include Traverse City Wine Girl, Conley Wealth Management, LLC, and Michigan Financial Planning.
HARTLAND, MI
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.
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
MI
09/30/2024 - Present
Cetera Investment Advisers LLC (HARTLAND MI)
MI
05/21/2018 - 12/31/2021
SIGMA FINANCIAL CORPORATION (Howell MI)
NY
09/14/2015 - 10/11/2016
BLUEROCK CAPITAL MARKETS LLC (NEW YORK NY)
MI
10/31/2008 - 09/11/2015
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
BOTH
Issued 10/8/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 3/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/19/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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