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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Tyrone Henry is a financial advisor with over 11 years of experience in the industry. Kevin is currently registered with Oppenheimer & Co. Inc. in Washington, DC and Bowie, MD. Kevin is a Certified Financial Planner™ and holds the Series 6, 7, 63, and 65 securities licenses. He is also licensed to sell securities in 22 states. Kevin specializes in providing financial advice to individuals, families, and businesses. His areas of expertise include retirement planning, investment management, and college savings. Kevin has a strong track record of success in helping his clients achieve their financial goals. He is committed to providing his clients with personalized service and sound financial advice.
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.
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.
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2
DC
05/19/2022 - Present
Oppenheimer & Co. Inc. (WASHINGTON DC)
MD
06/29/2011 - 08/11/2014
PNC INVESTMENTS (GREENBELT MD)
IA
Issued 06/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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