Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Jacob Hasler is a financial advisor with Fidelity Personal and Workplace Advisors, with over 10 years of experience in the financial services industry. Henry is registered to provide investment advice in 53 states and the District of Columbia, as well as Oklahoma and Texas. Henry holds a Series 66, Series 7, and SIE licenses, and is also a Certified Financial Planner. He is based in Bethesda, MD and also works from the Fidelity Personal and Workplace Advisors branch office in Edmond, OK. Henry has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Henry has access to Fidelity's wide range of investment products and services, including mutual funds, ETFs, stocks, bonds, and options. Henry offers a variety of financial planning services, including retirement planning, college savings, and estate planning. He also provides portfolio management services for individuals and businesses.
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.
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
OK
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (EDMOND OK)
BOTH
Issued 07/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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