Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Henry has been in the financial services industry since July 2002. Michael is a registered representative of Edward Jones and holds the Series 6, 7, and SIE licenses. Michael also has experience with Money Concepts Capital Corp and Raymond James Financial Services, Inc. Michael's current role is with Edward Jones, which is based in Troy, OH. Edward Jones' clients include individuals, high-net-worth individuals, corporations, partnerships, investment clubs, limited liability companies, charitable organizations, and pension and profit-sharing plans. Edward Jones specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
02/06/2024 - Present
Edward Jones (TROY OH)
OH
09/28/2015 - 06/07/2022
MONEY CONCEPTS CAPITAL CORP (Coldwater OH)
OH
05/10/2013 - 04/24/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENVILLE OH)
OH
03/13/2013 - 04/22/2013
U.S. BANCORP INVESTMENTS, INC. (ANNA OH)
OH
09/12/2006 - 03/05/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENVILLE OH)
OH
11/15/2001 - 08/01/2006
FIFTH THIRD SECURITIES, INC. (COVINGTON OH)
BC
Issued 11/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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