Unclaimed
Jeffrey David Henderson is a financial advisor who has been in the industry since 2008. Jeffrey is currently registered with Stephens and is based in Washington, DC. Jeffrey holds Series 7, 63, 79TO and SIE licenses. Jeffrey has been a Series 24 principal since 2021. Previously, Jeffrey worked for FBR Capital Markets & CO., ChessieCap Securities, Inc. and Houlihan Lokey Capital, Inc. Jeffrey is licensed to provide investment advice in Arkansas and the District of Columbia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
DC
11/21/2017 - Present
Stephens (Washington DC)
CA
09/09/2015 - 06/22/2017
FBR CAPITAL MARKETS & CO. (LOS ANGELES CA)
VA
10/12/2012 - 09/03/2015
CHESSIECAP SECURITIES, INC. (Vienna VA)
VA
02/13/2008 - 07/20/2012
HOULIHAN LOKEY CAPITAL, INC. (MCLEAN VA)
BC
Issued 03/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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