Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Isaacson is an experienced financial professional with over 20 years in the industry. Harold is currently registered with LPL Financial LLC and has previously worked with other firms including Concorde Investment Services, LLC, Vanguard Marketing Corporation, MetLife Securities Inc, and AXA Advisors, LLC. Harold is a Series 7, Series 24, and SIE licensed professional and holds a Series 63 license. Harold has a strong track record of success in providing financial advice to a diverse range of clients including high-net-worth individuals, corporations, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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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2
SC
06/30/2017 - Present
LPL Financial LLC (FORT MILL SC)
MI
09/17/2013 - 07/15/2016
CONCORDE INVESTMENT SERVICES, LLC (Livonia MI)
PA
07/11/2012 - 06/26/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
01/27/2011 - 02/24/2012
METLIFE SECURITIES INC. (ALLENTOWN PA)
PA
10/01/2008 - 12/03/2010
PARK AVENUE SECURITIES LLC (BLUE BELL PA)
NY
11/30/2007 - 08/08/2008
AXA ADVISORS, LLC (NEW YORK NY)
PA
07/17/2007 - 09/14/2007
MELLON FINANCIAL MARKETS, LLC (PITTSBURGH PA)
NY
08/25/2000 - 09/14/2007
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
03/06/2003 - 07/13/2007
MBSC, LLC (NEW YORK NY)
OK
06/12/2000 - 06/20/2000
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
NY
01/28/1999 - 12/02/1999
SHARPE CAPITAL, INC. (NEW YORK NY)
NY
08/21/1998 - 10/28/1998
JOSEPHTHAL & CO., INC. (NEW YORK NY)
TX
03/11/1998 - 10/05/1998
REDSTONE SECURITIES, INC. (DALLAS TX)
NJ
08/10/1998 - 08/12/1998
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
04/23/1996 - 02/26/1998
GAINES, BERLAND INC. (BETHPAGE NY)
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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