Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Wenger is a financial advisor with over 30 years of experience in the financial industry. Harold is currently registered with Kingsview Wealth Management, LLC and is licensed to provide investment advice in Pennsylvania. He is committed to providing personalized financial guidance to individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
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
PA
07/03/2023 - Present
Kingsview Wealth Management, LLC (Lancaster PA)
PA
10/09/2015 - 07/10/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (LANCASTER PA)
PA
11/19/2001 - 10/19/2015
WELLS FARGO ADVISORS, LLC (LANCASTER PA)
NY
07/31/1993 - 11/27/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
08/27/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/20/1982 - 08/19/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/07/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 11/30/1982
Series 3 - National Commodity Futures Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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