Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Parker is a financial advisor registered with the state of California. Harold has been in the securities industry since 1978 and has held a variety of roles with several firms, including Western International Securities, United California Securities, Spectrum Securities, Smith Barney, and E.F. Hutton & Company. Harold currently holds a Series 7, 63, and 65 license and is employed by Strategy Asset Managers LLC. Harold has worked in the financial services industry for over 40 years, providing financial planning, portfolio management, and other investment-related services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/01/2025 - Present
Strategy Asset Managers LLC (Pasadena CA)
CA
11/01/2000 - 12/31/2009
WESTERN INTERNATIONAL SECURITIES, INC. (LOS ANGELES CA)
CA
01/22/1996 - 11/06/2000
UNITED CALIFORNIA SECURITIES, INC. (ENCINO CA)
CA
04/07/1995 - 12/31/1995
SPECTRUM SECURITIES, INC. (AROURA HILLS CA)
CA
09/19/1994 - 03/02/1995
UNITED CALIFORNIA SECURITIES, INC. (ENCINO CA)
NY
01/08/1986 - 09/07/1994
SMITH BARNEY INC. (NEW YORK NY)
NA
07/03/1978 - 01/27/1986
E. F. HUTTON & COMPANY INC
IA
Issued 12/27/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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