Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold E. Heidersdorf is a financial advisor currently registered with Raymond James & Associates, Inc. He is a licensed and experienced advisor, holding a variety of licenses and certifications in the financial industry. Harold has worked in the financial services industry since 2006 and has previously worked for MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.. Harold is a dedicated professional with a strong commitment to serving the needs of clients. Harold E. Heidersdorf provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. He is committed to providing his clients with the highest level of service and personalized attention.
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.
Please see note in schedule d - miscellaneous
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.
1
2
AK
01/16/2025 - Present
Raymond James & Associates, Inc. (Juneau AK)
AK
06/01/2009 - 11/22/2010
MORGAN STANLEY SMITH BARNEY (JUNEAU AK)
AK
04/14/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JUNEAU AK)
IA
Issued 05/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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