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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Henzes is an Investment Advisor Representative associated with Open Wealth Network. Michael has been in the financial industry since 1999, and has worked with a number of firms, including American Express Financial Advisors Inc., IDS Life Insurance Company, SEI Investments Distribution Co., FSC Securities Corporation, and Royal Alliance Associates, Inc. Michael John Henzes is a Certified Financial Planner and has Series 7, 63, and 65 securities licenses. Michael John Henzes currently works out of Pottstown, Pennsylvania. Michael John Henzes provides financial planning services to clients.
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.
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
PA
01/02/2019 - Present
Open Wealth Network (POTTSTOWN PA)
PA
01/14/2015 - 12/18/2018
ROYAL ALLIANCE ASSOCIATES, INC. (FT. WASHINGTON PA)
PA
02/19/2010 - 02/03/2015
FSC SECURITIES CORPORATION (POTTSTOWN PA)
PA
11/26/2001 - 12/01/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
MN
11/19/1999 - 10/02/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/19/1999 - 10/02/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/22/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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