Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Boyd Harris has over 30 years of experience in the financial services industry. Harold is currently a registered representative with LPL Financial LLC in Meridian, MS. Previously, Harold worked for UVEST Financial Services Group, Inc., Citigroup Global Markets Inc., Revels Securities Corporation, IFP, Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Harold is licensed to provide financial services in numerous states including Mississippi, Alabama, Alaska, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Missouri, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.
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
MS
06/10/2022 - Present
LPL Financial LLC (MERIDIAN MS)
MS
01/10/2006 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MERIDIAN MS)
MS
12/19/1994 - 01/18/2006
CITIGROUP GLOBAL MARKETS INC. (MERIDIAN MS)
MS
10/30/1990 - 12/19/1994
REVELS SECURITIES CORPORATION (HATTIESBURG MS)
TX
12/05/1989 - 10/22/1990
IFP, INCORPORATED (DALLAS TX)
NA
12/04/1986 - 03/10/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/25/1986 - 11/25/1986
BLINDER, ROBINSON & CO.,INC.
BC
Issued 08/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/31/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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