Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold James Lico is a registered representative at Schwab Wealth Advisory, Inc., a firm with offices in Boston, MA and San Francisco, CA. Harold has been in the financial services industry since June 2018. Harold holds licenses to sell securities in Massachusetts and has passed the Uniform Combined State Law Examination and the Uniform Securities Agent State Law Examination. Harold previously worked at Edward Jones Investments, CVS Health and TD Ameritrade, Inc.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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MA
02/19/2025 - Present
Schwab Wealth Advisory, Inc. (Boston MA)
Active
Inactive
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