Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marty? Claim Your ProfileMarty Henne is a financial advisor at Osaic Wealth, Inc., headquartered in Scottsdale, Arizona. Marty is registered as a broker-dealer and investment advisor with a total of 21 active state registrations. Marty has over 48 years of experience in the financial services industry.
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.
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.
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2
AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
03/19/2012 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
06/19/2001 - 03/21/2012
MULTI-FINANCIAL SECURITIES CORPORATION (SCOTTSDALE AZ)
MN
12/18/1996 - 07/03/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
09/17/1976 - 05/13/1997
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
MD
08/15/1985 - 12/18/1996
THE ADVISORS GROUP, INC. (BETHESDA MD)
NA
09/17/1976 - 03/17/1978
PAUL REVERE EQUITY SALES COMPANY (THE)
NA
01/02/1974 - 03/14/1977
NEL EQUITY SERVICES CORPORATION
BC
Issued 10/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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