Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Ann Henry is a financial advisor at Vanguard Advisers, Inc. Karen has been in the financial industry for over 5 years. Karen is registered to offer securities in 53 states and is also an Investment Advisor Representative. Karen is a Series 7, Series 63, and Series 66 license holder and has passed the SIE exam. Karen is affiliated with Vanguard Advisers, Inc. Karen has been working with The Vanguard Group, Inc. since 2020.
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.
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
NC
07/28/2022 - Present
Vanguard Advisers, Inc. (Charlotte NC)
BOTH
Issued 07/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Karen Henry is the right advisor for you? Invested Better is here to help.
