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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 Joseph O'Brien is an investment advisor representative with Kingswood Wealth Advisors, LLC. Henry Joseph O'Brien has been in the securities industry since May 8, 1987. Henry Joseph O'Brien has a Series 6, Series 63 and SIE licenses. Henry Joseph O'Brien also has experience with Benchmark Investments, LLC, Royal Alliance Associates, Inc., and Investment Advisors & Consultants, Inc.. Henry Joseph O'Brien is registered with the following states: Florida, New Jersey, New York, and Pennsylvania. Henry Joseph O'Brien is also registered with the following firms: Benchmark Advisory Services LLC and Kingswood Wealth Advisors LLC. Henry Joseph O'Brien has over 35 years of experience in the financial services industry. Henry Joseph O'Brien is a highly experienced financial professional who is committed to providing his clients with personalized financial advice. Henry Joseph O'Brien specializes in providing financial planning, portfolio management, and retirement planning 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.
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.
Hourly 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
NJ
01/14/2022 - Present
Kingswood Wealth Advisors, LLC (Park Ridge NJ)
NY
03/12/2020 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (NEW YORK NY)
NJ
12/01/2006 - 12/03/2019
ROYAL ALLIANCE ASSOCIATES, INC. (MONTVALE NJ)
NJ
07/09/1996 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (HAWORTH NJ)
NJ
08/08/1983 - 01/14/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 08/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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