Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennie? Claim Your ProfileJennie Jean Henry is a financial advisor with over 23 years of experience in the industry. Jennie has been registered with Principal Securities, Inc. since October 2001 and is currently licensed in Arizona, Iowa, and Texas. She is also a Certified Financial Planner. Jennie has a history of working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Jennie is dedicated to providing her clients with personalized financial advice and helping them reach their financial goals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
06/17/2021 - Present
Principal Securities, Inc. (West Des Moines IA)
NE
08/22/2001 - 11/13/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IN
11/20/1998 - 08/23/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/20/1998 - 08/23/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 04/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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