Unclaimed
Henry Kahen is a financial advisor with Ameriprise Financial Services, LLC, where he has been registered since 2019. Prior to joining Ameriprise, Henry was registered with EDWARD JONES, where he worked from 2009 until 2019. Henry has been in the financial services industry since 1997, making him a seasoned professional with a proven track record. Henry holds licenses for both securities and investment advisory services. He is committed to providing a high level of personalized financial advice and service to his clients.
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
NC
06/10/2019 - Present
Ameriprise Financial Services, LLC (Morehead City NC)
NC
10/26/2009 - 05/21/2019
EDWARD JONES (MOREHEAD CITY NC)
CT
09/11/1996 - 04/07/1998
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
05/08/1992 - 06/27/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
06/18/1986 - 04/10/1992
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
09/25/1984 - 08/26/1985
BLINDER, ROBINSON & CO.,INC.
BOTH
Issued 11/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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