Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Hubert Michael is a registered investment advisor with Missionsquare Retirement, a firm with over 6 billion dollars in regulatory assets under management. Harold is a licensed investment advisor representative and is registered in District of Columbia, Maryland, and Virginia. He has been in the financial services industry since 2016 and has a history of working with individuals and corporations. Harold holds both Series 6 and Series 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
DC
10/31/2023 - Present
Missionsquare Retirement (WASHINGTON DC)
VA
08/26/2016 - 10/09/2023
PFS INVESTMENTS INC. (SPRINGFIELD VA)
NC
06/02/2004 - 05/31/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IA
Issued 04/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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