Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Kelly Henderson is a financial professional with over 30 years of experience in the industry. Jon has a proven track record of success in providing comprehensive financial planning and investment management services. Jon is currently registered with LPL Financial LLC. Previously, Jon worked with other financial firms including Infinex Investments, Inc., IFMG Securities, Inc., Equico Securities, Inc. and The Equitable Life Assurance Society of the United States. Jon's expertise includes retirement planning, investment management, and estate planning. Jon is dedicated to helping clients achieve 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
03/16/2021 - Present
LPL Financial LLC (PLYMOUTH MA)
MA
11/08/2005 - 04/25/2019
INFINEX INVESTMENTS, INC. (MARSTONS MILLS MA)
NY
10/11/2002 - 10/18/2005
IFMG SECURITIES, INC. (PURCHASE NY)
NY
07/11/1991 - 10/11/2002
IFMG SECURITIES, INC. (PURCHASE NY)
NY
10/24/1989 - 07/19/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/24/1989 - 07/19/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
08/26/1985 - 10/09/1985
FIRST INVESTORS CORPORATION
IA
Issued 03/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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