Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Anthony Holtman is a financial advisor working at World Investment Advisors, LLC. Harold has been working in the financial industry since 2006 and has a combined 12 years of experience with the financial services industry. Harold has passed both the Series 7 and 66 exams and has a series 63 license. Harold is currently registered as an investment advisor representative (IAR) in Texas. Harold has previously worked at SECurian Financial Services, Inc., Commonwealth Financial Network, Holtman Financial Services, Inc. and Holtman & CO, LLC. Harold also has experience working as an accountant at Holtman & CO, LLC.
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.
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2
TX
12/04/2018 - Present
World Investment Advisors, LLC (Garden Ridge TX)
TX
09/10/2012 - 12/06/2018
SECURIAN FINANCIAL SERVICES, INC. (NEW BRAUNFELS TX)
TX
10/03/2006 - 08/01/2012
COMMONWEALTH FINANCIAL NETWORK (NEW BRAUNFELS TX)
BOTH
Issued 10/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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