Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Ancho Basilio is a financial advisor who has been in the industry since 1992. Harold is currently registered with Osaic Wealth, Inc. in Hawaii and Nevada and has previously been registered with Woodbury Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, Financial Network Investment Corporation, Metlife Securities Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc., and IDS Life Insurance Company. Harold holds Series 7, Series 63, and SIE licenses. Harold is also a Chartered Financial Consultant. Harold specializes in financial planning, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
1
2
HI
01/19/2024 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
12/03/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
03/25/2017 - 12/08/2021
MML INVESTORS SERVICES, LLC (HONOLULU HI)
HI
10/05/2000 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HONOLULU HI)
NY
10/05/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
08/29/2000 - 10/04/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
07/19/1999 - 09/11/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/19/1999 - 09/11/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
07/07/1992 - 07/28/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/07/1992 - 07/28/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Harold Basilio is the right advisor for you? Invested Better is here to help.
