Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Peter Plata is a financial advisor with over 20 years of experience in the industry. Plata is registered with Ameriprise Financial Services, LLC and has been working with the firm since 2005. He has been an active advisor for the firm since 2020 and has a wide range of experience and expertise. He has been an active advisor since 2002 and has expertise in asset allocation, financial planning, and portfolio management. Plata is a Series 66, Series 7 and SIE licensed representative. He holds licenses to practice in 26 states. His expertise is in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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CA
03/11/2010 - Present
Ameriprise Financial Services, LLC (Campbell CA)
MN
05/06/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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