Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Hagy is a financial professional with over 30 years of experience in the financial services industry. Harold has a strong background in financial planning, investment management, and insurance. Harold is currently registered with LPL Financial LLC and holds licenses in several states including Colorado, Florida, Montana, New Jersey, New York, North Carolina, and Pennsylvania. Harold is a dedicated financial advisor who is committed to providing personalized financial advice and guidance to help his clients achieve their financial goals.
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
PA
12/20/2017 - Present
LPL Financial LLC (SCIOTA PA)
PA
08/01/2008 - 12/21/2017
NATIONWIDE SECURITIES, LLC (SCIOTA PA)
PA
05/03/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (SCIOTA PA)
PA
01/15/1999 - 07/19/2007
NATIONWIDE SECURITIES, INC. (SCIOTA PA)
NJ
10/11/1988 - 01/15/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/11/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 01/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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