Henry Kochan (CRD# 1622084) is an Investment Advisor Representative working at The Ameriflex Group in Longboat Key, FL and has over 26 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Lakewood Ranch, FL | Sep 2023 - Current | < 1 |
| The Ameriflex Group, Inc. | Sea Girt, NJ | Oct 2021 - Current | 2 |
| Sagepoint Financial | Sea Girt, NJ | Oct 2021 - Sep 2023 | 1 |
| Apw Capital, Inc. | Rockaway, NJ | Jan 2019 - Oct 2021 | 2 |
| Ameriprise Financial Services, Inc. | Wall Township, NJ | Oct 2016 - Jan 2019 | 2 |
| Girard Securities, Inc. | Sea Girt, CA | Mar 2004 - Oct 2016 | 12 |
| Henry C Kochan Jr Pa | Sea Girt, NJ | Aug 1981 - Oct 2016 | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
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