Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Hinnerschietz is a financial professional with over five years of experience in the industry. Harold is currently registered with LPL Enterprise, LLC. Prior to joining LPL Enterprise, LLC, Harold was associated with NYLIFE Securities LLC and SAGEPOINT FINANCIAL, INC. Harold offers various financial services including Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals and Educational Seminars. Harold has a Series 6, Series 63, Series 65 and Series 6TO licenses and holds a SIE designation. Harold is dedicated to providing financial guidance and solutions that help individuals and businesses 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/14/2024 - Present
LPL Enterprise, LLC (POTTSVILLE PA)
PA
05/10/2016 - 07/03/2017
NYLIFE SECURITIES LLC (SCRANTON PA)
AZ
01/08/2016 - 01/09/2016
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
IA
Issued 07/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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