Unclaimed
Henry-Hien Phan is an investment advisor representative with Kera Capital Partners. Henry-Hien has been in the industry since 2011 and has a Series 65 license. Kera Capital Partners, based in San Jose, CA, offers consulting, selection of other advisors, and portfolio 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.
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
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.
1
2
CA
12/19/2022 - Present
Kera Capital Partners (SAN JOSE CA)
IA
Issued 01/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Henry hien Phan is the right advisor for you? Invested Better is here to help.