Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harley? Claim Your ProfileHarley Eberhardt Shanklin is a financial advisor with over 10 years of experience in the industry. Harley currently works at Foundations Investment Advisors LLC, and has held past roles at Madison Avenue Securities, LLC. Harley is registered to provide investment advice in Indiana, Pennsylvania, and Texas. Harley has a Series 7 and Series 66 license, along with a Series SIE license. Harley specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses. Harley's primary focus is helping clients achieve their financial goals.
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.
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.
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IN
07/01/2024 - Present
Foundations Investment Advisors LLC (Indianapolis IN)
IN
10/16/2014 - 07/01/2024
MADISON AVENUE SECURITIES, LLC (INDIANAPOLIS IN)
BOTH
Issued 03/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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