Unclaimed
Jon Alan Henderson is a financial advisor with over 40 years of experience in the financial services industry. Jon is a registered representative of MML Investors Services, LLC, a broker-dealer and registered investment advisor. Jon's primary areas of focus are financial planning, pension consulting, and portfolio management for individuals and businesses. Jon has a broad range of licenses and certifications, including the Series 6, 7, 24, 52TO, 53, 63 and 65. Jon is a registered investment advisor in Minnesota, Pennsylvania, and Texas.
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 programs
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.
Solicitors fees
1
2
TX
11/18/2021 - Present
MML Investors Services, LLC (The Woodlands TX)
PA
12/05/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PITTSBURGH PA)
NA
09/16/1981 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 03/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/14/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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