Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Puhl is a financial professional with over 40 years of experience in the industry. Harold is registered with Cetera Investment Advisers LLC in Texas. Harold also has previous experience with Carr-Friesenhahn & Company, Inc., Arneson, Kercheville and Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Rauscher Pierce Refsnes, Inc. Harold specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
SAN ANTONIO, TX
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.
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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN ANTONIO TX)
TX
08/28/1995 - 12/17/2002
CARR-FRIESENHAHN & COMPANY, INC. (SISTERDALE TX)
TX
10/02/1992 - 08/22/1995
ARNESON, KERCHEVILLE AND ASSOCIATES, INC. (SAN ANTONIO TX)
NY
05/04/1989 - 09/08/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
06/28/1982 - 04/17/1989
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
BOTH
Issued 3/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/7/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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