Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Joseph Pofi is a financial advisor at Ameriprise Financial Services, LLC in Camp Hill, PA. Henry has been in the financial services industry since May 11, 1989. Ameriprise Financial Services, LLC is a financial advisory firm that provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Henry holds Series 7, 9, 10, 63, and 65 licenses. Henry also has a real estate investment in Palm Desert, CA.
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.
Asset allocation 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.
1
2
PA
02/13/2015 - Present
Ameriprise Financial Services, LLC (Camp Hill PA)
PA
07/10/2007 - 02/19/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CAMP HILL PA)
PA
10/28/2005 - 07/10/2007
RYAN BECK & CO. (CAMP HILL PA)
MD
05/12/1989 - 11/09/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 01/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/18/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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