Unclaimed
Robert Henschel is a financial advisor with over 20 years of experience in the financial services industry. Robert currently works at Empower Financial Services, Inc. where he has been employed since November 2016. Previous to that, Robert held positions with TIAA-CREF Individual & Institutional Services, LLC, TD Ameritrade, Inc., Ameritrade, Inc., ProTrader Securities L.P., Morgan Stanley DW Inc., and H.D. Vest Investment Securities, Inc.. Robert holds FINRA Series 7, 63, 31, and 65 licenses as well as the SIE exam. Robert is also a licensed Investment Advisor Representative in Texas.
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.
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.
1
2
CO
11/14/2016 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
CO
02/25/2011 - 07/02/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
TX
04/22/2006 - 03/03/2010
TD AMERITRADE, INC. (FORT WORTH TX)
TX
04/13/2004 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
TX
03/08/2002 - 04/10/2003
PROTRADER SECURITIES L.P. (AUSTIN TX)
NY
02/10/2000 - 07/24/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
08/12/1999 - 01/25/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 09/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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