Unclaimed
Henry Raymond Conkle is an Investment Advisor Representative at Kestra Advisory Services, LLC. Henry is a registered representative in Texas, with an active license to provide investment advice. Henry has been in the financial services industry since March 1994, working with a variety of clients, including individuals, businesses, pension and profit-sharing plans, corporations, and charitable organizations. Henry offers financial planning, portfolio management, and selection of other advisors.
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.
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
TX
08/27/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
09/11/2018 - 08/27/2021
ALLSTATE FINANCIAL SERVICES, LLC (AUSTIN TX)
TX
03/25/2017 - 09/07/2018
MML INVESTORS SERVICES, LLC (AUSTIN TX)
TX
07/21/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
04/29/2014 - 07/08/2015
BBVA SECURITIES INC. (AUSTIN TX)
TX
07/06/2012 - 01/02/2014
U.S. GLOBAL BROKERAGE, INC. (SAN ANTONIO TX)
IL
06/15/2009 - 06/01/2012
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
MA
05/21/2008 - 02/18/2009
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
CT
06/01/2006 - 05/12/2008
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
IL
10/04/2002 - 06/01/2006
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
07/09/2002 - 10/04/2002
AFD, INC. (NORTHBROOK IL)
NY
05/03/2001 - 07/11/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
OH
04/06/2000 - 07/31/2000
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
NY
03/02/1999 - 06/08/1999
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
IL
10/09/1991 - 01/23/1997
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
NY
11/03/1989 - 07/19/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/15/1989 - 09/09/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Henry Conkle is the right advisor for you? Invested Better is here to help.