Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Dwight West is a financial advisor who has been in the industry since 1987. Harold is currently registered with Osaic Wealth, Inc., which offers financial planning, portfolio management, and pension consulting services. Harold has held previous positions with several other firms including Securities America, Inc., KMS Financial Services, Inc., and Questar Capital Corporation. Harold is a licensed investment advisor in Oregon, Arizona, California, Florida, Michigan, and Washington.
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
OR
06/14/2024 - Present
Osaic Wealth, Inc. (Lake Oswego OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Lake Oswego OR)
OR
04/24/2012 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)
OR
04/13/2010 - 04/13/2012
QUESTAR CAPITAL CORPORATION (LAKE OSWEGO OR)
OR
01/11/2002 - 03/12/2010
METLIFE SECURITIES INC. (LAKE OSWEGO OR)
OR
01/11/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LAKE OSWEGO OR)
MA
09/28/1993 - 02/26/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
06/19/1987 - 10/05/1993
CENTURY INVESTORS OF AMERICA, INC.
IA
Issued 06/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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