Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Kirkpatrick is a financial advisor registered with Procyon Advisors, LLC. Harold has over 9 years of experience in the financial services industry and holds the Series 6, 7, 63 and 65 licenses. Harold is a Certified Financial Planner® professional and is currently registered with the states of Connecticut and Massachusetts. Harold has previously been registered with other firms including PURSHE KAPLAN STERLING INVESTMENTS, M HOLDINGS SECURITIES, INC., and PRUCO SECURITIES, LLC.. Harold specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting 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.
Helps you choose top advisors aligned with your financial goals.
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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CT
02/22/2024 - Present
Procyon Advisors, LLC (SHELTON CT)
MD
03/10/2017 - 07/19/2019
PURSHE KAPLAN STERLING INVESTMENTS (Baltimore MD)
MA
04/30/2015 - 02/24/2017
M HOLDINGS SECURITIES, INC. (SOUTHBOROUGH MA)
MA
11/11/2014 - 04/30/2015
PRUCO SECURITIES, LLC. (MARLBOROUGH MA)
IA
Issued 04/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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