Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Rivenburgh is an investment advisor representative with The Pinnacle Financial Group, a registered investment advisor firm. Harold has been in the industry since 1983 and holds several licenses, including Series 7, Series 3, and Series 63. Harold has experience working with clients of all types, including individuals, corporations, and charitable organizations. The Pinnacle Financial Group provides a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
Financial planning
1
2
NY
08/30/2021 - Present
THE Pinnacle Financial Group (EAST NORTHPORT NY)
NY
02/28/2007 - 07/06/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLAINVIEW NY)
NY
08/21/2003 - 03/07/2007
A. G. EDWARDS & SONS, INC. (SMITHTOWN NY)
NY
10/23/2002 - 08/29/2003
QUICK & REILLY, INC. (NEW YORK NY)
RI
06/30/1992 - 10/31/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
07/21/1989 - 06/19/1992
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
07/20/1983 - 08/01/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 09/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1989
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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