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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Michael Henry is a registered investment advisor with AE Wealth Management, LLC. Philip Michael Henry is also registered as an Investment Advisor Representative in Arizona. Philip Michael Henry has experience in the financial services industry for over 20 years. Prior to joining AE Wealth Management, LLC, Philip Michael Henry worked for Sagepoint Financial, Inc. Philip Michael Henry is licensed to sell insurance through Clear Solutions, LLC DBA Bergen Financial Group. Philip Michael Henry has obtained a Series 63, Series 65, and Series 6 securities licenses and the SIE exam. Philip Michael Henry specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Philip Michael Henry provides services to a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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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AZ
10/04/2023 - Present
AE Wealth Management, LLC (Peoria AZ)
AZ
06/18/2015 - 03/28/2019
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
ME
12/01/2006 - 06/24/2015
QUESTAR CAPITAL CORPORATION (ELIOT ME)
NH
01/10/2002 - 12/01/2006
USALLIANZ SECURITIES, INC. (PORTSMOUTH NH)
IN
07/08/2000 - 12/31/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
03/29/2000 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MA
01/04/2000 - 04/07/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 08/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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