Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Harris is a financial advisor with over 17 years of experience in the financial services industry. Henry is currently registered with Money Concepts Capital Corp. and holds multiple licenses and certifications, including Series 6, 7, 26, 63, and 66. He is also a Certified Public Accountant (CPA). Prior to joining Money Concepts Capital Corp., Henry worked with AVANTAX INVESTMENT SERVICES, INC. and SETHI FINANCIAL INVESTMENTS, INC. Henry has a wide range of experience providing financial advice to individuals, businesses, and retirement plans. In addition to his role as a financial advisor, Henry is also an instructor at Collin County Community College, where he teaches a Certified Bookkeeping Course. Henry is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
06/06/2022 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
TX
02/27/2014 - 06/07/2022
AVANTAX INVESTMENT SERVICES, INC. (Plano TX)
TX
03/30/2012 - 07/19/2013
SETHI FINANCIAL INVESTMENTS, INC. (PLANO TX)
TX
12/11/2008 - 12/20/2011
H.D. VEST INVESTMENT SERVICES (PLANO TX)
GA
08/14/2000 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 12/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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