Paul Heneks (CRD# 243007) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Harbor Springs, MI and has over 28 years of experience in the finance industry.
CRD# 4799866
Huntington Financial Advisors
CRD# 5454842
Principal Securities, Inc.
CRD# 1026433
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Harbor Springs, MI | Nov 2018 - Current | 5 |
| Jackson National Life | Lansing, MI | May 1995 - Current | 28 |
| Signator Investors, Inc. | Harbor Springs, MI | May 2016 - Nov 2018 | 2 |
| Transamerica Financial Advisors, Inc. | Harbor Springs, MI | Jul 1992 - May 2016 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- MI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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