Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Holden Henry is a financial advisor with Wells Fargo Advisors Financial Network, LLC in BALTIMORE, MD. Thomas has been in the industry since December 2011 and has Series 7 and Series 63 licenses. Thomas is also a Certified Financial Planner (CFP) and has a Series 65 license. Thomas has experience providing investment advisory services to both individuals and businesses.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
06/14/2019 - Present
Wells Fargo Advisors Financial Network, LLC (BALTIMORE MD)
MD
12/19/2014 - 06/03/2019
AMERIPRISE FINANCIAL SERVICES, INC. (ELLICOTT CITY MD)
MD
08/29/2014 - 12/08/2014
CETERA INVESTMENT SERVICES LLC (ANNAPOLIS MD)
FL
07/22/2011 - 04/23/2014
CNL SECURITIES CORP. (ORLANDO FL)
IA
Issued 12/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Henry is the right advisor for you? Invested Better is here to help.
