Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Bruce Heuer is a financial advisor with over 35 years of experience in the financial industry. Harold has a broad background, having worked for several firms including Citigroup Global Markets Inc., Everen Securities, Inc., and Boettcher & Company, Inc. Currently, Harold is registered with Morgan Stanley and has been with them since 1994. Harold is also registered as an Investment Advisor Representative (IAR) with Morgan Stanley. He is registered in multiple states and holds a variety of licenses and designations. Harold is a highly experienced financial advisor who can provide a wide range of services to clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CO
03/19/2020 - Present
Morgan Stanley (Denver CO)
CO
06/24/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
MO
09/04/1990 - 06/27/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
11/29/1988 - 09/04/1990
BOETTCHER & COMPANY, INC.
NA
08/10/1984 - 12/16/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
06/24/1983 - 06/11/1984
DEAN WITTER REYNOLDS INC.
BOTH
Issued 02/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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