Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Owen Eversole is an investment advisor representative with Stratos Wealth Partners, Ltd. Henry is a registered representative in Arizona and California. Henry has been in the financial industry since 1980. Henry's previous experience includes working with RBC Capital Markets, LLC, Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Kidder, Peabody & Co. Incorporated, and E. F. Hutton & Company Inc.
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.
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.
Percentage of assets under management with third party managers
1
2
AZ
11/03/2022 - Present
Stratos Wealth Partners, Ltd. (Scottsdale AZ)
CA
11/02/2007 - 11/16/2022
RBC CAPITAL MARKETS, LLC (PASADENA CA)
CA
04/02/2007 - 11/06/2007
MORGAN STANLEY & CO., INCORPORATED (LOS ANGELES CA)
CA
12/14/1998 - 04/02/2007
MORGAN STANLEY DW INC. (LOS ANGELES CA)
NY
09/12/1994 - 12/15/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/25/1983 - 09/21/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
01/19/1980 - 05/10/1983
E. F. HUTTON & COMPANY INC
IA
Issued 02/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1993
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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