Unclaimed
Harold Bindreiter is a financial advisor who has been in the financial industry since 1983. Harold is currently registered with Stifel, Nicolaus & Company, Inc. Harold previously worked at MCDONALD INVESTMENTS INC., H&R BLOCK FINANCIAL ADVISORS, INC., IDS FINANCIAL SERVICES INC. and IDS MARKETING CORPORATION. Harold specializes in providing financial advice to individuals, businesses, and pooled investment vehicles. Harold is a Registered Representative and Investment Advisor Representative. Harold is licensed to provide financial advice in multiple states.
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.
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.
1
2
OH
10/22/2009 - Present
Stifel, Nicolaus & Company, Inc. (FAIRLAWN OH)
OH
06/08/2001 - 02/02/2007
MCDONALD INVESTMENTS INC. (AKRON OH)
MI
07/23/1986 - 06/13/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NA
03/25/1983 - 09/09/1985
IDS FINANCIAL SERVICES INC.
NA
03/25/1983 - 09/09/1985
IDS MARKETING CORPORATION
IA
Issued 12/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/1994
Series 24 - General Securities Principal Examination
BC
Issued 12/19/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/11/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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