Henry Conkle is a high-skilled expert, working in Bbva Compass main office of which is in 144. as a Weatlh Management Financial Advisor since 2014. This expert has earned professional experience in more than 11 positions at different companies. Henry Conkle went to the Texas Christian University and received education from 1980 to 1981. This professional has professional qualifications: Certified Wealth Strategist (Cws), Series 7, and Series 65. Austin, Texas is the city, where this person was known to be situated. This expert's email address and phone are easily accessed through Connexy on demand.
Name variants:
Harry Conkle,
Hank Conkle,
Hal Conkle
Contact Information
Workplace
Colleagues
Work History
Weatlh Management Financial Advisor
15 south 20Th St, Birmingham, AL 35233
As a Vice President and Financial Advisor, I am responsible for providing investment advice, developing and implementing investment strategies, and managing portfolios for high net worth ind...
Apr 2014 — Jul 2015
Investment Advisor Representative, Registered Representative
6300 Bee Cave Rd, Austin, TX 78746
I am licensed to sell insurance in Texas. I am licensed to sell securities in Texas. I am a registered representative of and offer securities and investment advisory services and approved to...
from Jul 2015
Vice President Institutional Sales
7900 Callaghan Rd, San Antonio, TX 78229
Jun 2012 — Dec 2013
Senior Regional Vice President
330 Madison Ave, New York, NY 10017
Jun 2009 — May 2012
Svp, Regional Marketing Director
100 Federal St, Boston, MA 02110
May 2008 — Feb 2009
Regional Insurance Coordinator
1585 Broadway, New York, NY 10003
Worked with Morgan Stanley advisors, teaching them about the benefits of Annuiutes.
2000 — 2002
Regional Vice President
303 Broadway St SUITE 1100, Cincinnati, OH 45202
1998 — 2000
Education
1980 — 1981
1976 — 1980
Occupations
Advisor
Representative
Financial Broker
Financial Consultant
Executive
Vice President
Managers
Accountant
Finance and Accounting Specialist
Bachelor of Electrical Engineering
Financial Services Professional
Financial Services Sales Agent
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Asset Allocation
Investment Strategies
Retirement
Series 65
Alternative Investments
Investment Advisory
Investments
Asset Managment
Variable Annuities
Etfs
Uniform Combined State Law
Life Insurance
Asset Management
Banking
Financial Advisory
Fixed Income
Finra
Financial Services
Insurance
Bonds
Equities
Investment Management
Series 7
Mutual Funds
Series 63
Wealth Management
Securities
Retirement Planning
Trading
FAQs about Henry Conkle
What's the profession of Henry Conkle?
This professional's job is Investment Advisor Representative, Registered Representative
What jobs is Henry Conkle proficient at at?
The expert is a professional such jobs as Advisor.
Where is Henry Conkle located?
Henry Conkle is located in Austin, Texas.
Does the expert have the email address?
hr**@sbcglobal.net is Henry Conkle's email address.
Where did Henry Conkle work?
Henry worked at Bbva Compass, Capital Strategies of Metlife.
Where has Henry Conkle studied?
Henry studied at the Texas Christian University from 1980 to 1981.
What are the certifications of Henry Conkle?
Henry Conkle received the following certifications: Certified Wealth Strategist (Cws), Series 7, Series 65, and Series 63.
What languages does Henry Conkle speak?
Henry Conkle speaks English.