Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Eugene Taylor is a registered investment advisor and a securities representative with Fifth Third Securities, Inc.. Harold has been in the securities industry for over 25 years. Harold is currently registered with the state of Kentucky and Ohio as an investment advisor representative and is also registered with the state of California, Colorado, Florida, Georgia, Illinois, Kentucky, Michigan, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, and Virginia as a broker-dealer representative. Harold is Series 6, 7, 63, 66 and SIE licensed. Harold has worked at Fifth Third Securities, Inc. since March 1999. Harold has experience in providing investment advice to high net worth individuals, corporations, insurance companies, pooled investment vehicles, charitable organizations, and pension and profit sharing plans. Harold is also experienced in providing financial planning services and selecting other advisors.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
11/30/2004 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
12/02/1998 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
12/24/1996 - 10/22/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
11/16/1994 - 01/02/1997
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 10/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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