Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Marcus Henn is a financial advisor with The Strategic Financial Alliance, Inc. in Temple, Texas. William Marcus Henn has been in the industry since 1999 and has experience in the financial services industry. William Marcus Henn holds the Series 66, Series 24, Series 7 and SIE licenses. William Marcus Henn's main office is located in Temple, Texas. William Marcus Henn is also registered with the state of Texas as an Investment Advisor Representative. William Marcus Henn specializes in retirement planning, investment management, financial planning, insurance, and estate planning. William Marcus Henn has been affiliated with The Strategic Financial Alliance, Inc. since 2003. William Marcus Henn is also registered with the state of California as an Investment Advisor Representative. William Marcus Henn is also registered with the state of Georgia as an Investment Advisor Representative. William Marcus Henn is also registered with the state of Arizona as an Investment Advisor Representative. William Marcus Henn is also registered with the state of Colorado as an Investment Advisor Representative. William Marcus Henn is also registered with the state of Oklahoma as an Investment Advisor Representative. William Marcus Henn is also a Certified Financial Planner.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
10/27/2003 - Present
THE Strategic Financial Alliance, Inc. (TEMPLE TX)
GA
11/16/1999 - 11/18/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 12/13/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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