Unclaimed
Vernon Henifin is a financial professional with over 20 years of experience in the industry. Vernon currently works with Centaurus Financial, Inc. and has a history of working with several firms like Sammons Securities Company, LLC, Walnut Street Securities, Inc., Trusted Securities Advisors Corp., MONY Securities Corporation, and New England Securities. Vernon is registered with the state of Oregon, Washington and Nevada. Vernon has earned the Series 6, Series 62, Series 63, and Series 22 licenses and also holds the SIE certification. Vernon specializes in Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
1
2
WA
02/04/2020 - Present
Centaurus Financial, Inc. (SPOKANE WA)
OR
02/09/2002 - 12/09/2011
SAMMONS SECURITIES COMPANY, LLC (TIGARD OR)
CA
06/18/2001 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/05/2001 - 06/18/2001
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
07/18/2000 - 06/13/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
CA
11/19/1998 - 07/10/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
12/24/1997 - 11/12/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/16/2006
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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