Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Gallardo is a financial advisor with over 30 years of experience in the industry. Henry is currently registered with Osaic Wealth, Inc. and Osaic Advisory Services, LLC, providing financial planning and investment advice to individuals, businesses, and charitable organizations. Henry is also a Managing Partner at Strategic Wealth Advisors, LLC, where he provides wealth management services. Henry has a broad range of experience in the financial services industry, including investment advisory, fixed insurance sales, and board leadership. Henry is committed to helping clients achieve their financial goals through personalized financial planning and investment management services.
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
AZ
09/19/2024 - Present
Osaic Wealth, Inc. (Phoenix AZ)
TX
08/30/2019 - 08/23/2024
TRIAD ADVISORS LLC (El Paso TX)
TX
04/15/2016 - 08/30/2019
M HOLDINGS SECURITIES, INC. (El Paso TX)
TX
08/28/2009 - 05/03/2016
INVESTORS CAPITAL CORP. (EL PASO TX)
TX
01/12/1990 - 08/26/2009
SECURIAN FINANCIAL SERVICES, INC. (EL PASO TX)
MA
12/20/1988 - 01/22/1990
SMA EQUITIES, INC. (WORCESTER MA)
NA
07/08/1988 - 10/17/1988
FIRST INVESTORS CORPORATION
IA
Issued 08/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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