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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 Erving Cooley is a financial advisor in Madbury, NH. Henry has been in the financial services industry since June 23, 1993 and is currently registered with LPL Financial LLC and Northeast Planning Associates, Inc.. Henry has a wide range of experience and certifications, and is able to provide a variety of financial services to individuals and businesses. Henry is able to provide financial planning, investment advice, and other financial services to individuals and businesses. Henry has experience in helping clients reach 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NH
07/27/2007 - Present
LPL Financial LLC (MADBURY NH)
NH
11/13/2003 - 12/31/2007
MUTUAL SERVICE CORPORATION (PORTSMOUTH NH)
MA
06/24/1993 - 11/13/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 04/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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