Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Blakeslee is a financial advisor at LPL Financial LLC, and has been in the industry since 1993. Harold is registered with both FINRA and the state of Florida as an investment advisor representative. In addition to being a registered investment advisor representative, Harold is also a registered principal in the state of Michigan. Harold is committed to helping clients reach their financial goals and has extensive experience in portfolio management for individuals and businesses. Harold has also provided consulting and other non-discretionary advisory services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/13/2024 - Present
LPL Financial LLC (FORT MYERS FL)
NY
03/28/2008 - 04/11/2016
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
NC
01/19/2007 - 03/10/2008
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
IA
04/26/2004 - 12/31/2006
WM FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
MA
09/17/1998 - 04/05/2004
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
CT
05/24/1994 - 09/16/1997
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
10/18/1988 - 11/05/1990
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NA
05/15/1986 - 05/11/1988
METLIFE SECURITIES INC.
NA
05/15/1986 - 05/11/1988
METROPOLITAN LIFE INSURANCE COMPANY
BOTH
Issued 10/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/03/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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